Financial Adviser

NJR 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 Junior Financial Adviser to join their team as a phone based adviser and service a full client bank What's in it for you? Good basic salary Generous bonus scheme Full Admin and Paraplanning support 25 days holiday Bank Holidays No Evening or Weekend work Full client bank provided and no new business targets Company pension Free Park This role will suit someone who has excellent relationship building skills and has been working within financial planning with experience of Pensions & Investments. Responsibilities will include: Contacting clients and conducting in-depth reviews of clients' financial circumstances, current provision and future aims Analysing information and preparing plans best suited to individual clients' requirements 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? Previous experience providing advice across pensions, investments and other financial products 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 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: NJR15288 ADZN1_UKTJ

Location: Wakefield, GB

Posted Date: 1/21/2025