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What's in it for you:
- 50,000 - 65,000pa
- Ongoing professional development and training
- Supportive and collaborative work environment
- Opportunities for career progression
People have previously described this business as career-defining. The support and growth opportunities here, we have never seen elsewhere. If you are looking to join a business that promotes internal progression and puts 110% into its staff, this is it.
Key Responsibilities:
- Build strong relationships with clients by understanding their financial needs and objectives.
- Provide comprehensive financial planning advice, including investments, pensions, protection, and retirement planning.
- Conduct financial needs assessments and create tailored recommendations.
- Deliver exceptional customer service and maintain regular client contact.
- Keep up to date with financial market trends and regulatory changes.
- Contribute to the growth of the business through client referrals and new business development.
- Relevant financial qualifications (Level 4 Diploma in Financial Planning and Management or equivalent).
- Proven track record in the financial services industry.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to build trust and rapport with clients.
To apply, please send your CV and cover letter to dan . jones @ nmsrecruit . com
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, NMS Recruit will be acting within your interest and will contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please get in touch with us here.
