SonicJobs Logo
Login
Left arrow iconBack to search

Financial Adviser

NJR Recruitment
Posted 8 days ago, valid for a month
Location

Huddersfield, West Yorkshire HD5 8XT

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • Our client is a well-established Wealth Management Practice located near Huddersfield, known for its exceptional financial solutions for High Net Worth individuals and businesses across the UK.
  • They are seeking an experienced Financial Adviser to join their team on a self-employed basis, focusing on managing and expanding an existing client bank.
  • The position offers guaranteed earnings through current clients, a generous split scheme, and full administrative and paraplanning support.
  • Candidates should have prior experience in managing private client relationships, a range of product knowledge, and a valid SPS, with an ambition to achieve Chartered Status.
  • The role provides an excellent opportunity for career advancement in Financial Services, with a competitive salary and the potential for significant growth.

Our Client is a highly successful and innovative Wealth Management Practice who are based on the outskirts of Huddersfield, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team on a self employed basis to manage and grow an existing client bank

What’s in it for you?

  • Guaranteed Earnings through existing clients
  • Generous Split Scheme
  • Existing Client Bank
  • Industry leading training and development
  • Full admin and paraplanning support

This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of a unique and ambitious team by supporting an existing client bank as well as generating their own clients

This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing in depth face to face advise to clients

Responsibilities:

  • To maintain the highest standards of client care, professional conduct and regulatory compliance.
  • Grow the number of clients served by recruiting new clients through referrals, personal networking and by making presentations to professional firms such as lawyers

Requirements:

  • Previous experience in growing and managing private client relationships and providing financial advice
  • Experience across a range of products and asset classes including pensions and investments
  • Ability to work with clients across all wealth bands and communicate effectively from the most financially astute client to those with no financial knowledge
  • Qualified and competent to provide advice with a valid SPS.
  • Ambition to move towards Chartered Status if not already held
  • Strong sales and presentation skills

This is an excellent opportunity to join a company where you can really grow and establish yourself as a first class financial adviser whilst getting ongoing support and development.

For further information please apply today or contact one of our specialist consultants quoting REF: NJR15660

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.