Financial Planning Consultant
3 days ago
NJR Recruitment is proud to partner with a reputable financial planning firm dedicated to delivering tailored financial solutions and building lasting relationships with their clients. Due to continued growth, we are seeking an experienced Financial Planning Consultant to join their dynamic team in the South Yorkshire region.
About the Role
- This is an excellent opportunity for a motivated and ambitious individual to develop their skills and expertise in financial planning, while contributing to the success of a well-established company.
- The successful candidate will have the chance to work closely with a warm portfolio of engaged clients, providing personalized advice and guidance on their financial goals and objectives.
The estimated salary for this position is around £40,000 - £60,000 per annum, depending on experience and qualifications.
Key ResponsibilitiesThe key responsibilities of this role include:
- Providing expert financial planning advice to clients, including pension and investment strategies;
- Conducting thorough client assessments to understand their financial needs and goals;
- Developing and implementing customized financial plans that meet the unique requirements of each client;
- Building and maintaining strong relationships with clients, ensuring exceptional customer service and satisfaction;
- Staying up-to-date with industry developments and regulations, ensuring compliance and best practices in financial planning.
Benefits and Opportunities
This role offers a range of benefits and opportunities, including:
- A competitive salary and bonus structure;
- Ongoing training and professional development opportunities;
- A supportive and dynamic work environment;
- The chance to work with a reputable and established company in the financial services sector.
Contact Information
Please note that this job description is for general information purposes only. If you are interested in this opportunity, please contact NJR Recruitment for more information and to discuss your application.
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