Financial Services Professional

4 weeks ago


Altrincham, Trafford, United Kingdom NJR Recruitment Full time

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled professional to service a portfolio of high net worth clients. The ideal candidate will have a strong understanding of financial planning and a passion for delivering exceptional client service.

About the Role

This is an exciting opportunity to join a dynamic team and contribute to the growth and success of the firm. As a Financial Planning Specialist, you will be responsible for providing expert advice and guidance to clients on their financial planning needs.

Key Responsibilities
  • Develop and implement comprehensive financial plans for high net worth clients
  • Provide expert advice on investment strategies and wealth management
  • Build and maintain strong relationships with clients to deliver exceptional service
  • Stay up-to-date with industry developments and best practices in financial planning
What We Offer

Our client offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply.



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