Financial Planning Advisor

4 weeks ago

Sheffield, Sheffield, United Kingdom NJR Recruitment Full time
Exciting Opportunity for Experienced Advisors

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

About the Role

This is an excellent opportunity for a seasoned Advisor to join a dynamic team and contribute to the growth and success of the company.

Key Responsibilities
  • Building long-lasting relationships with existing and new clients
  • Gathering, analyzing, and documenting information to provide financial advice
  • Researching and analyzing suitable solutions to meet client needs
  • Maintaining accurate client records and providing regular updates
Requirements
  • Previous experience providing independent advice on Whole of Market products, including Pensions, Investments, and Protection
  • Hold a Level 4 diploma in Financial Services, with Chartered status being advantageous
  • Strong organizational and time management skills, with attention to detail
  • High levels of commercial awareness and ability to explain complex information simply
  • Strong knowledge of financial planning, with a focus on holistic financial planning
What We Offer
  • Fully negotiable salary package
  • Excellent bonus scheme
  • Leads and client bank provided
  • Flexible working hours and hybrid working arrangements
  • 25 days annual leave + Bank holidays
  • Enhanced pension scheme and private healthcare
  • Death in service cover and health insurance
  • Career development opportunities

If you are a motivated and experienced Advisor looking for a new challenge, please apply today or contact NJR Recruitment quoting NJR15250.

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