Financial Planner

3 days ago


Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time
About the Role

We are seeking an experienced Financial Planner to join our team at NJR Recruitment. As a Financial Planner, you will be responsible for acquiring new clients and servicing an existing client base.

Key Responsibilities
  • Conduct thorough fact finds with clients to understand their financial goals and objectives
  • Present financial options to clients and provide recommendations
  • Work closely with the paraplanning and compliance teams to ensure all client work is completed to the highest standard
  • Conduct annual reviews with clients to ensure their financial plans are on track
Requirements
  • 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
  • Minimum of Level 4 Diploma Qualified, although those working towards Chartered would be of most interest
  • Excellent communication and interpersonal skills
  • Driving license and own vehicle
What We Offer
  • Great basic salary and generous bonus structure
  • Full admin and paraplanning support
  • Clients provided
  • 25 days annual leave and Bank Holidays
  • Additional day off for your birthday
  • Contributory pension scheme
  • Private Healthcare
  • Life assurance
  • Health insurance
  • Charity volunteer days
  • Excellent Training and Development


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