Financial Advisor

2 days ago


Sheffield, Sheffield, United Kingdom NJR Recruitment Full time
Job Opportunity

NJR Recruitment is currently working with a leading Wealth Management Company, providing financial advice to clients across the UK.

This role involves contacting clients and conducting in-depth reviews of their financial circumstances, current provision, and future aims. You will also be responsible for analyzing information and preparing plans tailored to individual clients' needs.

The ideal candidate will have experience providing advice on pensions, investments, and other financial products. A level 4 Diploma in Financial Planning is essential, while progress towards Chartered Financial Planner status is advantageous.

The company offers a competitive salary range of £35,000 - £50,000 per annum, depending on experience, along with a generous bonus scheme, full administrative support, and a comprehensive benefits package including 25 days holiday and a company pension.

Key responsibilities include:

  • Contacting clients and conducting in-depth reviews of their financial circumstances.
  • Analysing information and preparing plans tailored to individual clients' needs.
  • Assisting clients to make informed decisions about their financial matters.

We are looking for a confident and switched-on individual who can deliver a high level of client service and exceed expectations.



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