Employed Financial Adviser

NJR Recruitment Ltd; Doncaster; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working arrangement

Bonus scheme

Professional development

Job summary

NJR Recruitment Ltd is working with a well-established Independent Financial Adviser in Doncaster to hire an Employed Financial Adviser. You will inherit a solid client bank and operate within a supportive admin and paraplanning environment.

The role offers a hybrid working arrangement, a base salary up to £50,000 plus an attractive bonus scheme and ongoing professional development. You will advise on pensions, investments, protection and retirement planning while maintaining high professional

Qualifications

• Previous CAS Financial Adviser experience is required.
• Proven holistic financial planning experience.
• Strong knowledge of pensions, investments and protection.
• Excellent relationship-building and communication skills.

Responsibilities

• Manage and develop an existing portfolio of loyal clients.
• Conduct annual reviews and provide holistic financial planning advice.
• Advise on pensions, investments, protection and retirement planning.
• Build long-term client relationships through exceptional service.
• Identify opportunities to grow business from existing clients and referrals.
• Collaborate with Paraplanners and Administrators to deliver an outstanding client experience.
• Ensure advice complies with FCA regulations and company standards.
• Keep up to date with industry developments and regulatory changes.

Skills

Client-focused

Relationship-building

Communication skills

Independent working

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Employed Financial Adviser

Doncaster

£40,000 - £50,000 Basic + Bonus + Benefits

NJR Recruitment is delighted to be working with a well-established and highly respected Independent Financial Adviser firm in Doncaster that is looking to recruit an experienced Employed Financial Adviser to join its growing team.

This is an excellent opportunity for a Competent Adviser Status (CAS) Financial Adviser who is looking to join a supportive practice where they can focus on delivering high-quality financial advice, backed by a dedicated administration and paraplanning team.

You’ll inherit a well-established client bank, allowing you to hit the ground running while also having the opportunity to grow your portfolio through referrals and new business generation.

The Role

As an Employed Financial Adviser, you will:

• Manage and develop an existing portfolio of loyal clients
• Conduct annual reviews and provide holistic financial planning advice
• Advise on pensions, investments, protection and retirement planning
• Build long-term client relationships through exceptional service
• Identify opportunities to develop additional business from existing clients and referrals
• Work closely with dedicated Paraplanners and Administrators to deliver an outstanding client experience
• Ensure all advice is delivered in line with FCA regulations and company standards
• Keep up to date with industry developments and regulatory changes

About You

We’re looking for an experienced adviser who is passionate about providing excellent client outcomes.

Essential Requirements:

• Previous experience as a CAS Financial Adviser
• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Proven experience providing holistic financial planning advice
• Strong knowledge of pensions, investments and protection
• Excellent relationship-building and communication skills
• A client-focused approach with high professional standards
• Ability to work independently while collaborating with the wider team

What’s on Offer

• Basic salary up to £50,000
• Attractive bonus scheme
• Existing client bank provided
• Dedicated administration and paraplanning support
• Hybrid working arrangement
• Ongoing professional development and career progression
• Supportive, collaborative and well-established IFA practice
• Opportunity to focus on advice rather than administration

This is a fantastic opportunity for an experienced Financial Adviser looking to join a successful firm that values long-term client relationships, provides excellent internal support and offers genuine opportunities for career growth.