Financial Services Professional

2 weeks ago


Hull, Kingston upon Hull, United Kingdom NJR Recruitment Full time
About the Role

We are seeking an experienced Financial Adviser to join our team at NJR Recruitment. As a Financial Adviser, you will play a key role in providing independent face-to-face financial advice to clients.

Key Responsibilities
  • Acquire new clients through referrals and proactive presentations to potential clients and introducers.
  • Service an existing client base, conducting thorough fact finds, presenting financial options, and working with the paraplanning and compliance teams.
  • Conduct annual reviews and provide ongoing support to clients.
Requirements
  • Minimum 5 years of previous experience as a financial planner, preferably from an independent setting with CAS status.
  • A strong knowledge of a range of pensions, investments, and complex financial products, including VCTs.
  • Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest.
  • Excellent communication skills and a driving licence with own vehicle.
What We Offer
  • Great basic salary and generous bonus structure.
  • Full admin and paraplanning support.
  • Clients provided.
  • 25 days annual leave and Bank Holidays.
  • Additional day off for your birthday.
  • Contributory pension scheme.
  • Private Healthcare.
  • Life assurance.
  • Health insurance.
  • Charity volunteer days.
  • Excellent Training and Development.


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