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NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK, who 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
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