Financial Services Specialist

4 days ago


Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

Company Overview

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NJR Recruitment is delighted to be partnering with a highly successful and independent wealth management practice based in the Sheffield area, known for providing trusted financial solutions to high net worth individuals and businesses.

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Salary

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The successful candidate will receive an excellent basic salary of around £60,000 per annum, plus a competitive bonus structure that rewards their performance.

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Job Description

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As a Financial Adviser at this thriving company, you will play a crucial role in supporting an existing client bank while generating your own clients. Your key responsibilities will include providing in-depth and compliant financial advice to existing and new clients, maintaining the highest standards of client care, professional conduct, and regulatory compliance.

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Required Skills and Qualifications

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To succeed in this role, you will need a proven track record as a financial adviser with experience in pensions, investments, and financial planning. A Diploma in Financial Planning (Level 4) or equivalent qualification is also essential. You should possess a strong ability to manage and grow client relationships, delivering tailored solutions to meet individual financial goals.

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Benefits

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This is an exciting opportunity to join a growing business committed to providing independent face-to-face advice to clients. The company offers a range of benefits, including 25 days holiday + Bank holidays, hybrid working, private health insurance, and an excellent training and development program.

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Additional Information

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If you are a motivated individual looking to further your career within financial services, this role may be ideal for you. NJR Recruitment looks forward to discussing this opportunity with suitable candidates.



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