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NJR Recruitment is pleased to once again be recruiting for one of the UK's leading firm of financial planners who now have an exciting opportunity for a Junior Financial Adviser to join their Macclesfield team.
Doing a combination of servicing existing clients and generating new clients, this is a varied client facing role and would be a great opportunity for someone who is early into the advising career, who wants to join a company that really invests and develops their staff.
What's in it for you?
- Great basic salary
- Generous bonus structure
- Full admin and paraplanning support
- Clients provided
- 25 days annual leave & Bank Holidays
- Additional day off for your birthday
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Excellent Training and Development
As a Junior Wealth Planner, you will acquire new clients, through referrals, and by pro-actively presenting the service to potential clients and to introducers such as lawyers and other professional advisers. You will also service a book of existing clients, ensuring that all annual reviews are completed.
Duties will include:
- Speaking to clients in person, through video calls and telephone
- Conduct thorough fact finds
- Present financial options to clients
- Work with the paraplanning and compliance teams
What we need from you
- Minimum 2 years of previous experience as a financial planner
- Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest
- Excellent communication skills
- Driving licence and own vehicle
* Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference *
If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR15178
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