Financial Planning Professional

2 days ago


Royston, Barnsley, United Kingdom NJR Recruitment Full time
Job Title:

A financial planning professional is required to join a well-established financial planning firm in the region.

This position offers an excellent opportunity for a motivated individual to build a successful career in financial services, delivering tailored advice and building long-term relationships with clients.

About the Role:
  • Contribute to the continued growth of a dynamic team.
  • Develop and maintain a portfolio of client relationships, providing expert financial advice and guidance.
What We Offer:
  • A warm portfolio of existing clients, allowing you to hit the ground running.
  • A competitive salary package, including an estimated £45,000 - £65,000 per annum, depending on experience.
  • Frequent opportunities for professional development and training to enhance your skills and knowledge.
Requirements:
  • Possess strong communication and interpersonal skills, with the ability to build rapport with clients from diverse backgrounds.
  • Demonstrate a deep understanding of financial planning principles and practices, with a commitment to staying up-to-date with industry developments.
  • Showcase exceptional organisational and time management skills, with a proven ability to prioritise tasks and meet deadlines.


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