£35K/yr to £50K/yr
Sheffield, England
Permanent, Variable

Trainee Independent Financial Adviser

Posted by NJR Recruitment.

Trainee Independent Financial Adviser

Sheffield

£35,000 - £50,000

Are you looking to be a truly consultative Financial Adviser and join a growing established firm of Independent Financial Planners? Are you looking for a genuine increase in earnings and the opportunity to work with High Net Worth clients?

NJR Recruitment are proud to be recruiting for this innovative, forward thinking and well respected company who have a long history of providing first class advice on a variety of financial products. They are now seeking a talented proactive Junior Financial Adviser to join their team based in Sheffield

This is role will suit anyone looking to provide independent advice on a full range of investment, tax and pensions. Our client have an excellent internal support team to provide full administrative and paraplanning support to allow for you to focus on your clients and be successful in the role.

Whilst some clients will be provided, this is an ideal role for those that want to also generate their own clients base.

You will advise your clients on a full range of Pension, Investment and Protection products whilst maintaining a good working relationship with new contacts and existing accounts to maximise potential and working towards your targets.

What is in it for you?

  • Excellent basic salary depending on experience
  • Car Allowance
  • Small number of clients provided
  • Full administrative support
  • Hybrid working
  • Death in Service Cover
  • Company Pension
  • Fully Study support towards Chartered Status

Requirements:

  • Full Level 4 Diploma in Financial Planning
  • Recent experience working with Pension, Investment and Protection products, preferably as a paraplanner
  • Ideally experience in working with High Net Worth individuals
  • Current and ongoing knowledge of compliance and FCA regulations
  • Driving licence and own vehicle to visit clients

This is a truly excellent opportunity for those who are ready to take the next steps in their advising journey and join a firm of established Independent Financial Advisers, build a meaningful client bank and potential earn excellent bonuses.

For further information please contact one of our specialist consultants quoting REF NJR15025

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