Financial Planning Specialist
1 day ago
NJR Recruitment is pleased to be partnering with a well-established financial services practice in search of an ambitious and experienced Financial Planning Specialist to join their team on a full-time basis. This role offers a competitive salary of £35,000 - £45,000 per annum, depending on experience.
About the Role
This Financial Planning Specialist will work directly for a small team of senior financial planners who advise high-net-worth individuals on all aspects of pensions, investments, and protection products. Key responsibilities include creating client valuations and illustrations, as well as maintaining accurate records and providing exceptional customer service. Previous experience working in financial planning is essential, with a good knowledge of pensions, investments, and other financial planning products highly desirable.
Requirements
To be successful in this role, you will possess excellent communication skills, be able to work effectively in a team environment, and have a keen eye for detail. Ideally, you will have previous experience working for a firm of financial planners, a pensions consultancy, or a provider background. You will also understand how the financial services industry works and be eager to develop your skills and progress a career within financial planning.
Benefits
This role offers a range of benefits, including generous bonus schemes, hybrid working arrangements, flexible hours, free parking, healthcare scheme, half-price gym membership, pension, and career development opportunities.
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