Certified Wealth Advisor

6 days ago


East Ardsley, Wakefield, United Kingdom NJR Recruitment Full time
Expert Financial Advice Opportunities

NJR Recruitment is pleased to be working with a reputable financial planning firm in the Barnsley area. This esteemed organization is dedicated to delivering personalized financial advice and building long-term relationships with their clients.

We Offer:

  • A comprehensive client bank, providing a warm lead generation opportunity
  • Robust administrative support, allowing you to focus on high-value tasks such as advice delivery
  • A competitive salary, with 20% bonus on all new business paid monthly
  • An attractive benefits package, including private health insurance and death in service cover
  • A dynamic working environment, with flexible working arrangements and hybrid work setup

Your Key Responsibilities:

  • Develop and deliver bespoke financial advice to clients, covering a range of products
  • Build and maintain strong client relationships, ensuring exceptional service and satisfaction
  • Stay up to date with industry trends and compliance standards

Qualifications and Experience:

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

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



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