Financial Adviser jobs in Crewe
- NJR RecruitmentMacclesfieldEmployerActive 3 days ago
- Present financial options to clients.
- Minimum 2 years of previous experience as a financial planner.
- As a Junior Wealth Planner, you will acquire new clients,…
Equity Release Adviser
Hiring multiple candidatesMortgageableWinwickEmployerActive 3 days ago- Conduct thorough financial assessments for clients considering equity release.
- Strong understanding of basic maths principles for financial calculations.
- NJR RecruitmentWythenshaweEmployerActive 7 days ago
- Up to £30,000 + Benefits + Free Parking *.
- Up to 10% performance related bonus.
- 25 days holiday + 8 days bank holiday.
- Job Types: Full-time, Permanent.
- NJR RecruitmentStaffordEmployerActive 7 days ago
- " Experience working in financial services.
- " Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
- Dunham McCarthy Financial Services LtdHybrid work in StaffordEmployerActive 3 days ago
- Qualifications: You should hold relevant mortgage qualifications (CeMap or equivalent) and CAS status.
- Industry Familiarity: Be familiar with lender criteria,…
- NJR RecruitmentHaleEmployerActive 8 days ago
- Organising annual visit, stock and share switches.
- Completing switch and top up forms.
- Processing new business - Pension policies, Protection, ISA and GIA'S.
- Financial FortressChesterEmployerActive 16 days ago·
- Analyse and evaluate clients' financial information to develop suitable financial strategies.
- In this role, you will work closely with clients to understand…
- View all Financial Fortress jobs - Chester jobs - Financial Advisor jobs in Chester
- Salary Search: Independent Financial Adviser salaries in Chester
- Vodafone3.8Stoke-on-TrentPostedPosted 28 days ago
- Vodafone UK are regulated by the Financial Conduct Authority and all offers of employment for this role are subject to background checks, including criminal …
- Prestige Recruitment Group5.0WilmslowTypically responds within 3 daysEmployerActive 3 days ago
- Research and analysis of financial products.
- Providing high quality support to the adviser team.
- Have experience and a passion for financial planning.
- McGregor RecruitmentKnutsfordEmployerActive 3 days ago·
- Receiving and acting on instructions from advisers and paraplanners following client meetings.
- They provide financial planning services for high network…
- NJR RecruitmentWarringtonEmployerActive 3 days ago
- This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions, Investments and Mortgages.
- Job Types: Full-time, Permanent.
- Spicerhaart2.0United KingdomEmployerActive 3 days ago
- To be eligible for this role you need to have at least CeMAP level 1 or equivalent.
- CeMAP qualification or industry equivalent with knowledge of Help to Buy.
- M&SHybrid work in ChesterPostedPosted 30+ days ago·
- Competitive holiday entitlement with the potential to buy extra holiday days!
- Discretionary bonus schemes awarded based on how you achieve your personal…
- View all M&S jobs - Chester jobs - Customer Service Representative jobs in Chester
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- Citizens AdviceStoke-on-TrentTypically responds within 1 dayPostedPosted 8 days ago·
- We are recruiting a trainee financial capability advisor to deliver advice on a one-to-one basis with a clientele of varying abilities and situations to ensure…
- VitalityHybrid work in Stockport SK2PostedPosted 9 days ago·
- This career pathway will see you become an accredited Protection Adviser within 18 months, with the chance to increase your potential earnings from £24,960 plus…
- View all Vitality jobs - Stockport jobs
- Salary Search: Trainee Protection Adviser salaries
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Job Post Details
Junior Financial Adviser - job post
Job details
Here’s how the job details align with your profile.Pay
- £35,000 - £45,000 a year
Job type
- Full-time
- Permanent
Location
BenefitsPulled from the full job description
- Company pension
- Private medical insurance
Full job description
Junior Financial Adviser
Macclesfield
£35,000 - £45,000 + Bonus
NJR Recruitment is pleased to once again be recruiting for one of the UK's leading firm of financial planners who now have an exciting opportunity for a Junior Financial Adviser to join their Macclesfield team.
Doing a combination of servicing existing clients and generating new clients, this is a varied client facing role and would be a great opportunity for someone who is early into the advising career, who wants to join a company that really invests and develops their staff.
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 a Junior Wealth Planner, you will 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. You will also service a book of existing clients, ensuring that all annual reviews are completed.
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
What we need from you
- Minimum 2 years of previous experience as a financial planner
- 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 NJR15178
#fin
Job Types: Full-time, Permanent
Pay: £35,000.00-£45,000.00 per year
Work Location: In person
Reference ID: NJR15178