Self Employed or Employed Financial Adviser

Posted 16 March by NJR Recruitment
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Independent Financial Adviser

Self Employed or Employed


NJR Recruitment is delighted to be working with a well established firm of Financial Planners who are looking to expand their advising team in Leeds

This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting. The role includes generating new business as well as maintaining a small bank of provided clients, producing reports using the company templates and ensuring the company works to regulatory standards.

What we need from you:

Previous experience providing independent advice on Whole of Market products including Pensions, Investments, Protection and Mortgages.
At least hold a Level 4 diploma in Financial Services although Chartered status would be favourable
A passion for generating new business and maintaining professional relationships

If you are looking to join a company with a 'family feel' who genuinely reward their staff, contact NJR today for more detail quoting NJR10294

Required skills

  • Advising
  • Financial Services
  • Investment
  • Pensions
  • Wealth Management

Reference: 41624097

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