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Job Post Details

NJR Recruitment logo

Junior Financial Adviser - job post

NJR Recruitment
Macclesfield
£35,000 - £45,000 a year - Permanent, Full-time

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

Macclesfield

Benefits
Pulled 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

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