Certified Wealth Advisor
6 days ago
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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