Junior Financial Planner

Junior Financial Planner

Sheffield

£40,000 - £50,000 + 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 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, nsuring 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 1 year 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 NJR14649