Financial Adviser jobs in Doncaster

NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK, who 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 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 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
• You must be able to demonstrate a good understanding of financial matters and strong analytical skills
• Strong 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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Job Types: Full-time, Permanent

Pay: £30,000.00-£40,000.00 per year

Work Location: In person

Reference ID: NJR15288