Financial Adviser (Employed)

Financial Adviser (Employed)

Salary £50,000 - £70,000

Macclesfield

Our Client is a highly successful and innovative IFA Practice who are based in the North West region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.

This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.

This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients.

What’s in it for you?

Great basic salary

Generous bonus structure

Full admin and paraplanning support

Clients provided

25 days annual leave & Bank Holidays

Additional day off for your birthday

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

Charity volunteer days

Excellent Training and Development

As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients and to introducers such as lawyers and other professional advisers, as well as servicing an existing client base.

Duties will include:

Speaking to clients in person, through video calls and telephone

Conduct thorough fact finds

Present financial options to clients

Work with the paraplanning and compliance teams

Conduct annual reviews

What we need from you:

Minimum 5 years of previous experience as a financial planner preferably from an independent setting

A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc

Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest

Excellent communication skills

Driving licence and own vehicle

* Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference *

If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR14652