Junior Financial Advisor
Taylor James Professional Recruitment
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Junior Financial Advisor

Taylor James Professional Recruitment jobs

Our client, an award winning firm of financial planners in Huddersfield are looking to appoint a Junior Financial Advisor to join their experienced team on a permanent basis.

Working closely with the senior advisers, duties and responsibilities will include:

The position:

  • Deliver high quality, bespoke advice & provide profitable, well researched recommendations
  • Manage an existing client base
  • Utilise leads in order to extend the existing client base & develop effective relationships
  • Full administrative & paraplanning support is provided

The Person:

  • Minimum Level 4 qualified; chartered status would be ideal
  • Excellent knowledge of all financial products, emphasis on Pension and Investment products would be ideal


Offering a salary of up to c £50,000 (negotiable). Our client will look at providing the best remuneration package possible based on the quality & experience of the successful individual & this will be complemented by a fantastic benefits package.

Skills
  • Financial Advice
  • Financial Planning
  • Investments
  • DipFA
  • suitability reports
Reference: 56043620
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