Senior Financial Consultant
4 days ago
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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