Senior Financial Consultant

4 days ago


East Ardsley, Wakefield, United Kingdom NJR Recruitment Full time
Opportunity for a Talented Financial Adviser

NJR Recruitment is excited to be partnering with a well-established financial planning firm in the Barnsley area. This respected organization is dedicated to delivering personalized financial advice and building long-term relationships with their clients.

What We Offer:

  • A warm portfolio of engaged clients
  • Comprehensive admin support, allowing you to focus on advice while our skilled team handles paperwork and compliance
  • Salaried role with 20% bonus on all new business paid monthly
  • 25+ days holiday, plus bank holidays
  • Ongoing professional development and training
  • A supportive and collaborative working environment
  • Private health cover
  • Death in service cover
  • Hybrid working and flexible hours

Your Role:

  • Deliver holistic financial advice tailored to client needs, covering pensions, investments, protection, and more
  • Build and maintain strong client relationships, ensuring a high level of service and satisfaction
  • Stay up to date with industry trends and compliance standards

Requirements:

  • Diploma in Financial Planning (DipPFS) or equivalent (Level 4 minimum)
  • Proven track record in financial advice with experience across a range of products
  • Excellent communication, strong ethical standards, and a client-first approach

Estimated Salary: £45,000 - £60,000 per annum, depending on experience.



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