Financial Planning Advisor

3 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
  • Enhanced pension scheme, private healthcare, and death in service cover
  • 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.

  • Financial Planning Advisor

    4 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Exciting Opportunity for Experienced AdvisorsNJR 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 RoleThis is an excellent opportunity for a seasoned Advisor to join a dynamic team and contribute to the growth and success of the company.Key...

  • Financial Planning Advisor

    4 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Exciting Opportunity for Experienced AdvisorsNJR 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 RoleThis is an excellent opportunity for a seasoned Advisor to join a dynamic team and contribute to the growth and success of the company.Key...

  • Financial Planning Advisor

    3 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Financial Planning Opportunity in South YorkshireNJR Recruitment is pleased to be partnering with a well-established firm of Independent Financial Planners to find an experienced Advisor to join their team in South Yorkshire.This role is ideal for a seasoned Advisor who has delivered face-to-face advice on a variety of financial products, including Pensions...

  • Financial Planning Advisor

    3 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Financial Planning Opportunity in South YorkshireNJR Recruitment is pleased to be partnering with a well-established firm of Independent Financial Planners to find an experienced Advisor to join their team in South Yorkshire.This role is ideal for a seasoned Advisor who has delivered face-to-face advice on a variety of financial products, including Pensions...

  • Financial Planner

    1 month ago

    Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...

  • Financial Planner

    1 month ago

    Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...

  • Financial Planner

    1 month ago

    Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...

  • Financial Planner

    1 month ago

    Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...

  • Financial Adviser Programme

    1 month ago

    Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial AdviserAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise as a financial adviser.What We OfferComprehensive Training: Our programme includes fully...

  • Financial Adviser Programme

    1 month ago

    Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial AdviserAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise as a financial adviser.What We OfferComprehensive Training: Our programme includes fully...

  • Independent Financial Planning Advisor

    2 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Financial Planning OpportunityNJR Recruitment is working with a well-established firm of Independent Financial Planners to expand their advising team in South Yorkshire.This role is suitable for an experienced Advisor who has delivered face-to-face advice on various financial products, including pensions and investments, in an independent setting.The...

  • Financial Planning Advisor

    3 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Exciting Opportunity for Experienced AdvisorsNJR 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 RoleThis is an excellent opportunity for a seasoned Advisor to join a dynamic team and contribute to the growth of the firm. The successful candidate...

  • Financial Planning Advisor

    3 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Exciting Opportunity for Experienced AdvisorsNJR 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 RoleThis is an excellent opportunity for a seasoned Advisor to join a dynamic team and contribute to the growth of the firm. The successful candidate...

  • Financial Planning Specialist

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Resource Matters Ltd Full time

    Unlock Your Potential as a Financial AdvisorResource Matters Ltd is seeking an experienced Financial Advisor to join our team. As a key member of our team, you will provide high-quality financial planning advice to a large portfolio of clients, leveraging your expertise in investments, tax planning, and defined contribution pensions.About the Role:Deliver...

  • Financial Planning Specialist

    3 weeks ago

    Sheffield, Sheffield, United Kingdom Resource Matters Ltd Full time

    Unlock Your Potential as a Financial AdvisorResource Matters Ltd is seeking an experienced Financial Advisor to join our team. As a key member of our team, you will provide high-quality financial planning advice to a large portfolio of clients, leveraging your expertise in investments, tax planning, and defined contribution pensions.About the Role:Deliver...

  • Financial Planning Expert

    3 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Join a Thriving Independent Financial Planning Firm in South YorkshireNJR Recruitment is proud to partner with a well-established firm of Independent Financial Planners seeking to expand their advising 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...

  • Financial Planning Expert

    3 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Join a Thriving Independent Financial Planning Firm in South YorkshireNJR Recruitment is proud to partner with a well-established firm of Independent Financial Planners seeking to expand their advising 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...

  • Financial Planning Expert

    4 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a well-established firm of independent financial planners to find an experienced advisor to join their team in South Yorkshire.This role is ideal for a seasoned advisor who has delivered face-to-face advice on a variety of financial products, including pensions and investments, in an independent setting.The...

  • Financial Planning Expert

    4 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a well-established firm of independent financial planners to find an experienced advisor to join their team in South Yorkshire.This role is ideal for a seasoned advisor who has delivered face-to-face advice on a variety of financial products, including pensions and investments, in an independent setting.The...

  • Financial Planning Specialist

    3 weeks ago

    Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Exciting Opportunity for Experienced AdvisorsNJR Recruitment is proud to partner with a well-established firm of Independent Financial Planners seeking to expand their team in South Yorkshire.This role is ideal for a seasoned Advisor with a proven track record of delivering face-to-face advice on a variety of financial products, including pensions and...