Financial Planner

NJR Recruitment; Coventry; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in Coventry is seeking an ambitious Financial Planner to join their team. You will work with clients to identify financial objectives and develop a financial plan. The role offers the opportunity to manage a client bank and provide exceptional service, with hybrid working options available. Candidates should have a proven track record in financial advice and experience with high-net-worth individuals.

Qualifications

• Proven track record of providing financial advice to clients.
• Experience in managing high-net-worth individuals.
• Ability to grow and maintain a client bank.

Responsibilities

• Contact existing and potential clients to offer financial planning services.
• Map out financial plans to achieve client objectives.
• Deliver exceptional client service with support from the team.

Skills

Financial planning

Client relationship management

Networking

Job description

Financial Planner

Coventry - Travel to clients’ homes / business premises or to other SJP locations

Salary £40000 - £60000

Client Bank available

Hybrid / Remote working

NJR are currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Financial Planner to join their highly successful practice. The purpose of the role will be to work with people and / or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser (This is dependent on level and experience).

The business has built up an extensive Client base consisting of high-net-worth individuals, you will need to have a track record of providing Financial Advice to Clients to be considered,

Responsibilities

• Contacting existing and potential clients to offer financial planning services...