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Form of work
SalaryNJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK. Due to a pending retirement I have an excellent opportunity for a pro-active and driven Financial Planner to join their team and service a full client bank based across the South Yorkshire region
This role will suit someone who has excellent attention to detail, that thrives in a structured environment and has been working within financial planning with experience of Pensions & Investments. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment
What's in it for you?
" Competitive basic salary
" Car allowance
" Bonus structure
" Existing client base
" Full paraplanning and admin support
" 25 days holiday + Bank holidays
" Manage your own diary
" Hybrid Working
" Additional benefits package
Responsibilities will include
" Contacting clients and setting up meetings
" Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
" Analysing information and preparing plans best suited to individual clients' requirements
" Completing risk analyses
" Researching the marketplace and providing clients with information on new and existing products and services
" Designing financial strategies
" Assisting clients to make informed decisions
" Researching information from various sources, including providers of financial products
" Reviewing and responding to clients changing needs and financial circumstances
What we need from you?
" Clean UK Driving Licence
" Previous experience advising clients face to face in an independent adviser role
" Progress towards Chartered Financial Planner status advantageous, but a level 4 Diploma is essential
" Detailed knowledge of financial planning solutions
" You must be able to demonstrate a good understanding of financial matters and strong analytical skills
" Strong interpersonal skills
" Those offering an existing client bank would be at an advantage, but this is not essential as clients will be provided
Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of client service
For further information please contact one of our specialist consultants quoting REF: NJR14367
