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Our Client is a highly successful and innovative IFA Practice who are based in the North West region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients.
What's in it for you?Great basic salaryGenerous bonus structureFull admin and paraplanning supportClients provided25 days annual leave & Bank HolidaysAdditional day off for your birthdayContributory pension schemePrivate HealthcareLife assuranceHealth insuranceCharity volunteer daysExcellent 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 telephoneConduct 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 settingA strong knowledge of a range of pensions, investments and more complex financial products including VCTs etcMinimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interestExcellent communication skillsDriving 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 NJR14747
