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NJR Recruitment are delighted to be recruiting for a busy firm of Chartered Financial Advisers who are looking for an ambitious Trainee Financial Planner to join their team
With an existing local client bank, excellent lead source and great support from a fabulous mentor, this could be a great opportunity for anyone looking for their first role as a financial adviser.
Responsibilities will include:
- Providing ongoing financial advice to the clients via the telephone, email and moving forward some face-to-face meetings
- Ongoing support to advisers in research and preparation of appropriate suitability recommendations
- Work on technical queries and prepare cash flow models
- Building long term relationships with the clients and spotting opportunities for further development
What's in it for you?
- Fully supported development into an adviser role
- Generous holiday allowance of 25 days plus bank holidays
- Great bonus structure
- Well established client bank with over £80,000 in ongoing fees
- Ongoing study support through to Chartered Status
- Free parking
What we need from you?
- Minimum Level 4 qualified (CII Diploma)/ Working towards the Chartered Status
- Detail-oriented and can work in an unstructured environment with critical time demands
- Suitability Report writing experience
- At least 3 years' experience within a financial planning environment
- Excellent organisational and administrative skills
- Familiarity with Analysis tools such as Dynamic Planner, CashCalc and FE Analytics
If you are an experienced Paraplanner looking for a supported step into being an Independent Financial Adviser, contact NJR Recruitment today quoting NJR15278
