Back to search
NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK. Due to a pending retirement I have an excellent opportunity for a Junior Financial Adviser to join their team as a phone based adviser and service a full client bank
What's in it for you?
Good basic salary
Generous bonus scheme
Full Admin and Paraplanning support
25 days holiday + Bank Holidays
No Evening or Weekend work
Full client bank provided and no new business targets
Company pension
Free Park
This role will suit someone who has excellent relationship building skills and has been working within financial planning with experience of Pensions & Investments.
Responsibilities will include:
Contacting clients and conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients' requirements
Assisting clients to make informed decisions
Researching information from various sources, including providers of financial products
Reviewing and responding to clients changing needs and financial circumstances
What we need from you?
Previous experience providing advice across pensions, investments and other financial products
Progress towards Chartered Financial Planner status advantageous, but a level 4 Diploma is essential
Detailed knowledge of financial planning solutions
You must be able to demonstrate a good understanding of financial matters and strong analytical skills
Strong interpersonal skills
Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of client service
For further information please contact one of our specialist consultants quoting REF: NJR15288
