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Financial Adviser jobs in Leigh

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    • NJR Recruitment are looking to hire an experienced financial advisor to work for an established and highly regarded financial planning and wealth management…
    • Proficiency in accounting, financial analysis, financial modeling, data analysis, and other finance-related reasoning tasks.
    • £40,000 - £42,000 + hybrid working + benefits + flexi hours *.
    • You’ll be working directly with their top performing Advisor (Director), he is responsible for…
    • Provide advisers with regular case progress updates.
    • Coordinate adviser diaries, appointments and client meetings.
    • Keep cases moving through to completion.
    • Diploma in financial planning as a minimum.
    • Offer personalised advice and support tailored to client requirements, ensuring high standards of service delivery.
    • Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume…
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    • An organised approach to managing a caseload alongside two advisers.
    • Working directly with the advisers on live cases rather than through a work queue.
    • We’re looking for a driven sales professional who will work closely with our network of high-net-worth investors, providing expert wealth management guidance to…
    • Interpreting adviser client files to understand client needs and adviser instructions.
    • A good understanding of the UK financial services regulatory framework…
    • The Business Development Manager (BDM) will work closely with our network of high-net-worth investors, providing expert wealth management guidance to help them…
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    • Our best performers have come from a wide range of industries, such as travel, financial services, car sales, recruitment, media sales etc.
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    • Our best performers have come from a wide range of industries, such as travel, financial services, car sales, recruitment, media sales etc.
    • RWinvest is a leading UK off-plan property investment company, helping clients identify and invest in high-quality buy-to-let opportunities across the UK.
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    • Package: £27,000 basic + uncapped commission (Year 1 OTE: £40,000)*.
    • Join a well-established specialist recruitment consultancy operating across Financial…
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    • Prior paraplanning experience within a financial advice firm.
    • Querying and challenging advisers' proposed recommendations where necessary.

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Experienced Financial Adviser
NJR Recruitment
Manchester
Up to £75,000 a year
Permanent, Full-time
Apply now

Job details

Up to £75,000 a year
Permanent, Full-time
Manchester

Full job description

Experienced Financial Adviser

Location: North West / Flexible
Salary: Up to £75,000 + benefits
Employment Type: Permanent

The Opportunity

NJR Recruitment are looking to hire an experienced financial advisor to work for an established and highly regarded financial planning and wealth management business.

This is an excellent opportunity for an adviser who has built a strong career within financial services and, importantly, has developed an established client bank and trusted client relationships.

The successful candidate will have the opportunity to work with an established client base while continuing to develop and grow their portfolio within a supportive and professionally led environment.

The Role

As an Experienced Financial Adviser, you will be responsible for:

  • Managing and developing an established portfolio of private clients.
  • Providing holistic financial planning and investment advice tailored to individual client needs.
  • Building long-term, trusted relationships with clients.
  • Conducting regular client reviews and identifying opportunities to support clients with their wider financial objectives.
  • Developing and maintaining your existing client bank.
  • Working closely with internal specialists and support teams to deliver a high-quality client experience.
  • Identifying opportunities for new business and referrals.
  • Ensuring all advice and client activity is delivered in line with regulatory and compliance requirements.

About You

We are looking for an experienced Financial Adviser who can demonstrate:

  • Minimum 5 years' experience as a Financial Adviser.
  • An established and transferable client bank.
  • A strong track record of managing and developing client relationships.
  • Experience providing holistic financial planning and investment advice.
  • Strong communication and relationship-building skills.
  • A professional, client-focused approach.
  • The ability to work independently while also contributing to a wider team.
  • Relevant financial planning qualifications, ideally Level 4 Diploma qualified or equivalent.

What’s on Offer

  • Salary of up to £75,000, depending on experience.
  • Opportunity to join an established and growing financial planning business.
  • The chance to develop and grow an existing client portfolio.
  • Professional support and established infrastructure.
  • A long-term career opportunity within a respected financial services environment.
  • Benefits package and additional rewards.

Interested?

If you are an experienced Financial Adviser with 5+ years' experience and an established client bank, this could be an excellent opportunity to take the next step in your career.

Apply now or get in touch for a confidential conversation. NJR17029

#ADM

Application question(s):

  • Do you have a Minimum of 5 years' experience as a Financial Adviser?

Work Location: In person

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