Financial Planning Specialist
1 day ago
NJR Recruitment Careers is currently working with a leading Wealth Management Company, providing financial advice to clients across the UK. Due to an upcoming retirement, we have an excellent opportunity for a Financial Planning Specialist to join their team and service a full client bank.
About this role:
- This position will suit someone with excellent relationship building skills and experience in financial planning, pensions & investments.
- You will be responsible for contacting clients, conducting in-depth reviews of their financial circumstances, current provision, and future aims.
- Responsibilities also include analysing information, preparing plans suited to individual clients' requirements, and assisting them in making informed decisions.
- You will research information from various sources, including providers of financial products, and review clients' changing needs and financial circumstances.
Salary: We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience.
Benefits:
- Good basic salary
- Generous bonus scheme
- Full admin and paraplanning support
- 25 days holiday + Bank Holidays
- Full client bank provided
- Company pension
- Free parking
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