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Financial Adviser

NJR Recruitment
Posted 7 days ago, valid for 2 hours
Location

Market Harborough, Northamptonshire LE168QU, England

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

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  • Our client, a successful Wealth Management Practice near Market Harborough, is seeking an experienced Financial Adviser to join their team.
  • The position offers a competitive basic salary along with a generous bonus scheme, 25 days of holiday plus bank holidays, and full admin support.
  • Candidates should have previous experience in managing private client relationships and providing financial advice, with a focus on pensions and investments.
  • The role requires strong sales and presentation skills, as well as the ambition to pursue Chartered Status, if not already held.
  • This opportunity is ideal for those looking to advance their career in Financial Services while supporting an existing client bank and generating new clients.

Our Client is a highly successful and innovative Wealth Management Practice who are based on the outskirts of Market Harborough, 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

What’s in it for you?

  • Competitive basic salary
  • Generous Bonus Scheme
  • 25 days holiday + Bank holidays
  • 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 independent 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: NJR15659

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.