Financial Planning Specialist

1 day ago


Wakefield, Wakefield, United Kingdom NJR Recruitment Careers Full time

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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