Financial Adviser

NJR Recruitment

Posted 14 days ago, valid for 11 days

Newton Aycliffe, Durham DL5 5JU, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Our client, a successful IFA Practice in the North East, seeks an experienced Financial Adviser to join their team due to ongoing growth.
The role offers a competitive salary, generous bonuses, and comprehensive benefits including private healthcare and a contributory pension scheme.
Candidates should have a minimum of 4 years of experience in financial planning, preferably in an independent setting, and must hold at least a Level 4 Diploma.
Responsibilities include acquiring new clients, conducting thorough fact finds, and presenting financial options, while receiving full admin and paraplanning support.
This is an excellent opportunity for motivated individuals looking to advance their careers in a thriving IFA firm.

Our Client is a highly successful and innovative IFA Practice who are based in the North East region, 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.

This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.

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.

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 an experienced 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, as well as servicing an existing client base.

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
Conduct annual reviews

What we need from you:

Minimum 4 years of previous experience as a financial planner preferably from an independent setting
A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc
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 NJR15160

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