Financial Services Professional
1 day ago
We are seeking an experienced Financial Advisor to join our team at NJR Recruitment. As a Financial Advisor, you will play a key role in providing independent financial advice to high net worth individuals and businesses across the UK.
Key Responsibilities- Acquire new clients through referrals and proactive presentations to potential clients and introducers.
- Service an existing client base, providing ongoing financial advice and guidance.
- Conduct thorough fact finds and present financial options to clients.
- Work closely with the paraplanning and compliance teams to ensure seamless delivery of financial services.
- Conduct annual reviews to ensure clients' financial goals are being met.
- Minimum 4 years of previous experience as a financial planner, preferably from an independent setting.
- A strong knowledge of a range of pensions, investments, and complex financial products, including VCTs.
- Minimum of Level 4 Diploma Qualified, although those working towards Chartered would be of most interest.
- Excellent communication skills, with the ability to build strong relationships with clients.
- Driving licence and own vehicle, with the ability to travel to client meetings.
- Great basic salary and generous bonus structure.
- Full administrative and paraplanning support.
- Clients provided, with opportunities to build a loyal client base.
- 25 days annual leave and Bank Holidays, plus an additional day off for your birthday.
- Contributory pension scheme and private healthcare.
- Life assurance and health insurance.
- Charity volunteer days and excellent training and development opportunities.
-
Financial Services Professional
7 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeJob OpportunityWe are seeking a highly skilled and experienced Financial Adviser to join our client's innovative IFA Practice in the UK.This is an exciting opportunity for a motivated individual to contribute to the growth and success of a reputable financial services company.Key Responsibilities:Providing expert financial advice to High Net Worth...
-
Financial Services Professional
3 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Careers Full timeAbout NJR Recruitment CareersWe are a leading recruitment agency specializing in placing top talent in the financial services industry. Our expertise lies in understanding the unique needs of our clients and candidates, ensuring a seamless match that drives success.About the RoleWe are seeking an experienced Financial Adviser to join our client's team, a...
-
Financial Services Professional
3 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Careers Full timeAbout NJR Recruitment CareersWe are a leading recruitment agency specializing in placing top talent in the financial services industry. Our expertise lies in understanding the unique needs of our clients and candidates, ensuring a seamless match that drives success.About the RoleWe are seeking an experienced Financial Adviser to join our client's team, a...
-
Financial Services Professional
1 day ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at NJR Recruitment. As a Financial Advisor, you will play a key role in providing independent financial advice to high net worth individuals and businesses across the UK.Key ResponsibilitiesAcquire new clients through referrals and proactive presentations to potential clients and...
-
Financial Services Professional
1 day ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at NJR Recruitment. As a Financial Advisor, you will play a key role in providing independent financial advice to high net worth individuals and businesses across the UK.Key ResponsibilitiesAcquire new clients through referrals and proactive presentations to potential clients and...
-
Financial Services Professional
5 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at NJR Recruitment. As a Financial Advisor, you will play a key role in providing independent financial advice to high net worth individuals and businesses across the UK.Key ResponsibilitiesAcquire new clients through referrals and proactive presentations to potential clients and...
-
Financial Services Professional
5 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at NJR Recruitment. As a Financial Advisor, you will play a key role in providing independent financial advice to high net worth individuals and businesses across the UK.Key ResponsibilitiesAcquire new clients through referrals and proactive presentations to potential clients and...
-
Financial Services Administrator
6 days ago
Grimsby, North East Lincolnshire, United Kingdom Ortus PSR Full timeAbout Ortus PSROrtus PSR is a leading wealth management firm dedicated to providing bespoke financial planning tailored to each client's unique needs and goals.Role OverviewAs an IFA Administrator at Ortus PSR, you will play a crucial role in supporting Independent Financial Advisers (IFAs) by managing client portfolios, preparing documentation, and ensuring...
-
Financial Services Administrator
7 days ago
Grimsby, North East Lincolnshire, United Kingdom Ortus PSR Full timeAbout Ortus PSROrtus PSR is a leading wealth management firm dedicated to providing bespoke financial planning tailored to each client's unique needs and goals.Role OverviewAs an IFA Administrator at Ortus PSR, you will play a crucial role in supporting Independent Financial Advisers (IFAs) by managing client portfolios, preparing documentation, and ensuring...
-
Financial Associate
3 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeOur Client is a highly successful and innovative Financial Services Firm who are based in the UK, with a reputation for providing unique Financial Solutions to High Net Worth Individuals and Businesses across the whole of the UK. Due to their ongoing growth, they are now looking to recruit an experienced Financial Adviser to join their team. The ideal...
-
Financial Associate
3 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeOur Client is a highly successful and innovative Financial Services Firm who are based in the UK, with a reputation for providing unique Financial Solutions to High Net Worth Individuals and Businesses across the whole of the UK. Due to their ongoing growth, they are now looking to recruit an experienced Financial Adviser to join their team. The ideal...
-
Financial Planning Administrator
7 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to find a highly motivated and organized Administrator to join their team.**What We Offer**Competitive salary and benefits packageOpportunities for career growth and professional developmentFlexible working hours and hybrid working arrangementsDeath in Service Cover...
-
Financial Planning Administrator
6 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to find a highly motivated and organized Administrator to join their team.**What We Offer**Competitive salary and benefits packageOpportunities for career growth and professional developmentFlexible working hours and hybrid working arrangementsDeath in Service Cover...
-
HNW Financial Adviser/Financial Planner
7 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeCompany OverviewNJR Recruitment is proud to partner with a highly successful and innovative IFA Practice based in the UK. This esteemed organization has a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the country.About the RoleWe are seeking an experienced Financial Adviser to join their team. As a...
-
Financial Planning Administrator
2 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to find a highly motivated and organized Administrator to join their team.**What We Offer**Competitive salary and benefits packageOpportunities for career growth and professional developmentFlexible working hours and hybrid working arrangementsDeath in Service Cover...
-
Financial Planning Administrator
2 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to find a highly motivated and organized Administrator to join their team.**What We Offer**Competitive salary and benefits packageOpportunities for career growth and professional developmentFlexible working hours and hybrid working arrangementsDeath in Service Cover...
-
Financial Planning Administrator
6 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to be partnering with a dynamic Financial Services firm to find an ambitious Administrator to join their team.About the RoleSupport the growth of a fast-growing Financial Planning firmProvide administrative support to a team of professionalsContribute to the delivery of exceptional client serviceWhat's on OfferCompetitive salary...
-
Financial Planning Administrator
6 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to be partnering with a dynamic Financial Services firm to find an ambitious Administrator to join their team.About the RoleSupport the growth of a fast-growing Financial Planning firmProvide administrative support to a team of professionalsContribute to the delivery of exceptional client serviceWhat's on OfferCompetitive salary...
-
Financial Planning Administrator
4 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeJob OpportunityNJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to recruit an ambitious Administrator to join their team.About the RoleSupport the delivery of high-quality financial planning services to clients across the UKContribute to the growth and development of the firm's operationsCollaborate with the team...
-
Financial Planning Administrator
4 days ago
Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full timeJob OpportunityNJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to recruit an ambitious Administrator to join their team.About the RoleSupport the delivery of high-quality financial planning services to clients across the UKContribute to the growth and development of the firm's operationsCollaborate with the team...