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, we 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 Parking
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
* Demonstrated understanding of financial matters and strong analytical skills
* Strong interpersonal skills
* A confident, switched-on individual with the 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.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Advice
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