Financial Adviser
3 weeks ago
NJR Recruitment is delighted to be working with a well-established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire.
This role will suit an experienced Advisor who has delivered face-to-face advice on a variety of financial products, including Pensions and Investments, in an independent setting.
Key Benefits- Fully negotiable salary package
- Excellent bonus scheme
- Leads and client bank provided
- Flexible working hours
- Hybrid working
- 25 days annual leave + Bank holidays
- Enhanced pension scheme
- Private Healthcare
- Death in service cover
- Health insurance
- Career Development
- Building long-lasting relationships with existing and new clients
- Gather, analyse, and document all information needed to provide financial advice
- Research and analyse all suitable solutions available to meet the client's needs
- Keep client records up to date
- Maintain a high level of regular client contact, providing advice where required and ensuring a strong client service to complement the annual review service
- Previous experience providing independent advice on Whole of Market products including Pensions, Investments and Protection products
- At least hold a Level 4 diploma in Financial Services although Chartered status would be favourable
- Be both servicing and growth-focused to take over clients, build upon existing strong client relationships and develop new business opportunities.
- High levels of commercial awareness.
- Ability to explain complex information simply and clearly
- Strong knowledge of all financial planning with a specific focus on holistic financial planning
If you are looking to join a company with a national presence but who still maintain a 'family feel', then apply today or contact NJR Recruitment quoting NJR15250.
-
Financial Adviser Programme
4 weeks ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial AdviserAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise as a financial adviser.What We OfferComprehensive Training: Our programme includes fully...
-
Financial Adviser Programme
4 weeks ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial AdviserAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise as a financial adviser.What We OfferComprehensive Training: Our programme includes fully...
-
Financial Planner
1 month ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...
-
Financial Planner
1 month ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...
-
Financial Planner
1 month ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...
-
Financial Planner
1 month ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...
-
Financial Services Administration Manager
1 week ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeWe're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus on client satisfaction means we need to add a talented administrator to our team to deliver effectively for our 180 existing clients and anyone new we bring onboard.You'll work closely with...
-
Financial Services Administration Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeAbout Fyfe FinancialWe're a Chartered financial planning firm based in Sheffield, dedicated to providing expert advice that positively impacts our clients' lives, not just their bank balances.Job DescriptionWe're seeking a skilled Financial Services Administration Manager to join our team. As a key member of our team, you'll work closely with our advisers,...
-
Financial Services Administration Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeAbout Fyfe FinancialWe're a Chartered financial planning firm based in Sheffield, dedicated to providing expert advice that positively impacts our clients' lives, not just their bank balances.Job DescriptionWe're seeking a skilled Financial Services Administration Manager to join our team. As a key member of our team, you'll work closely with our advisers,...
-
Financial Planning Assistant
4 weeks ago
Sheffield, Sheffield, United Kingdom CB3 Associates Ltd Full timeParaplanner Job OpportunityCB3 Associates Ltd is seeking an experienced Paraplanner to join their team in Dinnington, South Sheffield. As a Paraplanner, you will work closely with high-performing advisers to service clients' advice needs, conduct research, and produce timely and compliant financial planning reports.Key Responsibilities:Support advisers in...
-
Financial Planning Assistant
4 weeks ago
Sheffield, Sheffield, United Kingdom CB3 Associates Ltd Full timeParaplanner Job OpportunityCB3 Associates Ltd is seeking an experienced Paraplanner to join their team in Dinnington, South Sheffield. As a Paraplanner, you will work closely with high-performing advisers to service clients' advice needs, conduct research, and produce timely and compliant financial planning reports.Key Responsibilities:Support advisers in...
-
Financial Planning Specialist
3 days ago
Sheffield, Sheffield, United Kingdom Tempest Jones Full timeWe are seeking a highly-skilled and experienced Financial Planning Specialist to join our team of financial planners in Sheffield. The successful candidate will play a key role in supporting Financial Advisers by preparing financial reports, analysing client objectives, and delivering tailored financial advice.Key Responsibilities:Researching and analysing...
-
Financial Planning Specialist
7 days ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full time £45,000Job Summary: Clayton Davies is seeking an experienced Paraplanner to support our Financial Advisers in providing high-quality advice to clients. Main Responsibilities:Undertake thorough research to gather relevant information for clients, enabling our Advisers to recommend suitable solutions that meet their needs and objectives.Prepare suitability reports...
-
Financial Planning Coordinator
1 month ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AdministratorWe are seeking an experienced Administrator to join our team at Lime People Search & Select Ltd, a fully independent nationwide Financial Advisory firm. The successful candidate will provide Administration support for both the Financial Advisers and Directors of the business.Key Responsibilities:Administration duties,...
-
Financial Planning Coordinator
1 month ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AdministratorWe are seeking an experienced Administrator to join our team at Lime People Search & Select Ltd, a fully independent nationwide Financial Advisory firm. The successful candidate will provide Administration support for both the Financial Advisers and Directors of the business.Key Responsibilities:Administration duties,...
-
Financial Planning Assistant
6 days ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full time £45,000Job Title: Financial Planning AssistantJob Summary: We are seeking a skilled Financial Planning Assistant to support our Financial Advisers in providing high-quality advice to clients.Key Responsibilities:Undertake research to support recommendations, ensuring accuracy and relevance.Prepare suitability reports and letters for Financial Advisers.Ensure...
-
Financial Planning Professional
1 month ago
Sheffield, Sheffield, United Kingdom Recruit UK Full timeTrainee Financial Adviser RoleWe are collaborating with a firm based in Sheffield seeking a Trainee Financial Adviser to join their team.This is a fantastic opportunity for someone with financial planning experience to further develop their skills, work alongside senior team members, and inherit a client base.The role will focus on paraplanning within the...
-
Financial Planning Professional
1 month ago
Sheffield, Sheffield, United Kingdom Recruit UK Full timeTrainee Financial Adviser RoleWe are collaborating with a firm based in Sheffield seeking a Trainee Financial Adviser to join their team.This is a fantastic opportunity for someone with financial planning experience to further develop their skills, work alongside senior team members, and inherit a client base.The role will focus on paraplanning within the...
-
Financial Planning Specialist
6 days ago
Sheffield, Sheffield, United Kingdom Tempest Jones Full timeFinancial Planning SpecialistWe are seeking a highly-skilled and experienced Financial Planning Specialist to join our team at Tempest Jones in Sheffield. The successful candidate will play a key role in supporting Financial Advisers by preparing financial reports, analysing client objectives, and delivering tailored financial advice.Key...
-
Financial Planning Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom CB3 Associates Ltd Full timeFinancial Planning Administrator OpportunityCB3 Associates Ltd is seeking a highly skilled Financial Planning Administrator to join their team in Central Sheffield. As a key member of the team, you will provide administrative support to financial advisers in a private wealth focused advice environment.About the RoleThis is a client-centric admin focused...