Financial Adviser - Desk Based

Financial Advisor

Bromsgrove

Employed Role with Bonus

NJR now have an excellent opportunity for an ambitious individual to join a highly successful and reputable Wealth Management firm based in Bromsgrove as a desk based financial planner who will specialise in the annual reviews process.

The role requires an individual who has the ability to work within a fast-paced environment, create strong relationships and has excellent communication skills.

What's in it for you?

Competitive basic salary

Bonus structure

All Clients pre-qualified and provided

Full admin and paraplanning support

Monday - Friday 9-5pm - No evening or weekend work

Client meetings held via telephone or Video call so no travelling

25 days holiday + Bank holidays

Pension scheme

Death in Service cover

Private medical care

The main purpose of this role is to provide high quality financial planning advice and solutions to the existing client base in order to meet individual targets. This will include:

Contacting existing clients via telephone and video calls to discuss their financial situation

Keeping up-to-date with new product, technical or legislative changes within the marketplace

Comply at all times with the Compliance and T&C procedures of the firm and industry

Analyse information gathered and undertake sufficient research to make suitable recommendations

Complete all supporting documentation in an accurate manner

What we need from you:

Previous experience as a CAS Status financial planner

Minimum level 4 diploma qualification

Experience providing financial advice and achieving/exceeding relevant KPIs

Up to date knowledge of FCA requirements

Excellent communication, interpersonal and listening skills

The capability to explain complex information simply and clearly

The ability to establish relationships with clients

Excellent research and analytic skills

If you are an experienced adviser looking for your next role and want to be fully supported with clients and admin support, there are not many companies that can rival this opportunity!

For further information please apply today to contact our specialist Financial Services Consultant Steph quoting REF: NJR14815