Job Description
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 salaryGenerous bonus schemeFull Admin and Paraplanning support25 days holiday + Bank HolidaysNo Evening or Weekend workFull client bank provided and no new business targetsCompany pensionFree 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 aimsAnalysing information and preparing plans best suited to individual clients' requirementsAssisting clients to make informed decisionsResearching information from various sources, including providers of financial productsReviewing and responding to clients changing needs and financial circumstances
What we need from you?Previous experience providing advice across pensions, investments and other financial productsProgress towards Chartered Financial Planner status advantageous, but a level 4 Diploma is essentialDetailed knowledge of financial planning solutionsYou must be able to demonstrate a good understanding of financial matters and strong analytical skillsStrong 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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