Financial Planning Expert

4 weeks ago


Yorkshire, United Kingdom NJR Recruitment Full time
Financial Planning Opportunity with a Well-Established Firm

NJR Recruitment is proud to partner with a reputable and established firm of Independent Financial Planners seeking to expand their team in South Yorkshire.

This role is ideal for an experienced Advisor who has delivered face-to-face advice on a variety of financial products, including pensions and investments, in an independent setting.

The successful candidate will be responsible for generating new business and providing expert financial planning advice to clients.

Key Responsibilities:

  • Delivering face-to-face financial advice to clients
  • Generating new business opportunities
  • Providing expert financial planning advice

About the Firm:

The firm is a well-established and reputable player in the financial planning industry, with a strong presence in South Yorkshire.

The firm values professionalism, expertise, and excellent customer service, and is committed to providing the highest level of service to its clients.


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