Financial Advisor
Bromsgrove
Employed Role with Bonus
NJR now have an excellent opportunity for an ambitious individual to join a highly successful and reputable Wealth Management firm based in Bromsgrove as a desk based financial planner who will specialise in the annual reviews process.
The role requires an individual who has the ability to work within a fast-paced environment, create strong relationships and has excellent communication skills.
What's in it for you?
Competitive basic salary
Bonus structure
All Clients pre-qualified and provided
Full admin and paraplanning support
Monday - Friday 9-5pm - No evening or weekend work
Client meetings held via telephone or Video call so no travelling
25 days holiday + Bank holidays
Pension scheme
Death in Service cover
Private medical care
The main purpose of this role is to provide high quality financial planning advice and solutions to the existing client base in order to meet individual targets. This will include:
Contacting existing clients via telephone and video calls to discuss their financial situation
Keeping up-to-date with new product, technical or legislative changes within the marketplace
Comply at all times with the Compliance and T&C procedures of the firm and industry
Analyse information gathered and undertake sufficient research to make suitable recommendations
Complete all supporting documentation in an accurate manner
What we need from you:
Previous experience as a CAS Status financial planner
Minimum level 4 diploma qualification
Experience providing financial advice and achieving/exceeding relevant KPIs
Up to date knowledge of FCA requirements
Excellent communication, interpersonal and listening skills
The capability to explain complex information simply and clearly
The ability to establish relationships with clients
Excellent research and analytic skills
If you are an experienced adviser looking for your next role and want to be fully supported with clients and admin support, there are not many companies that can rival this opportunity!
For further information please apply today to contact our specialist Financial Services Consultant Steph quoting REF: NJR14815