£30K/yr to £40K/yr
Wakefield, England
Permanent, Variable

Financial Adviser

Posted by NJR Recruitment.

NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK, who 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

#fin

We use cookies to measure usage and analytics according to our privacy policy.