Financial Planner
2 weeks ago
Job Title: Financial Planner
Job Type: Full-time
Company: NJR Recruitment
Location: Remote
About Us:
NJR Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional recruitment services to our clients and candidates.
About the Role:
We are seeking an experienced Financial Planner to join our client's team. As a Financial Planner, you will be responsible for acquiring new clients, servicing existing clients, and providing financial solutions to individuals and businesses.
Key Responsibilities:
- Conduct thorough fact finds with clients to understand their financial goals and objectives
- Present financial options to clients, including investment and pension products
- Work with the paraplanning and compliance teams to ensure all financial solutions are compliant and meet regulatory requirements
- Conduct annual reviews with clients to ensure their financial plans are on track
- Develop and maintain strong relationships with clients to ensure their ongoing financial needs are met
Requirements:
- Minimum 4 years of previous experience as a financial planner in an independent setting
- A strong knowledge of a range of pensions, investments, and complex financial products
- Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest
- Excellent communication and interpersonal skills
- Driving license and own vehicle
What We Offer:
- A competitive salary and bonus structure
- Opportunities for career advancement and professional development
- A dynamic and supportive work environment
- Access to a range of financial products and services
How to Apply:
If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your CV and a cover letter, to NJR Recruitment.
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