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 manage a well established client bank as well as 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. 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 5 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 NJR15179 #FIN TPBN1_UKTJ
Job Title
Independent Financial Adviser