FINANCIAL PLANNER , EMPLOYED

NJR Recruitment Ltd; East Midlands, Leicester; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in Wealth Management is seeking an experienced Financial Planner to join their thriving team in Leicester. This role involves providing bespoke financial advice to high net worth clients while developing long-term relationships and new business opportunities. The ideal candidate will have a proven track record in client-facing roles, a Diploma Level 4 in Financial Planning, and strong communication skills. Join a proactive and supportive environment where your expertise will contribute to the firm's success and growth in the financial planning sector.

Qualifications

• Proven experience in a client-facing Wealth Management role.
• Diploma qualified to Level 4, ideally working towards Chartered status.
• Strong product, market, and technical knowledge.

Responsibilities

• Ensure clients receive the highest level of financial advice.
• Develop the existing client bank and gain referrals.
• Increase income by converting new leads and opportunities.

Skills

Client Relationship Management

Financial Planning

Networking

Holistic Advice

Compliance Knowledge

Communication Skills

Presentation Skills

Education

Diploma Level 4 in Financial Planning

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

NJR is currently working with a very well-established Wealth Management practice who provide bespoke advice, to Private Clients, Business Owners, Trustees, and professionals who now have an excellent opportunity for an experienced and talented Financial Planner to join their growing and thriving organisation.

Working from their office based in Leicester you will be responsible for servicing a Client bank of high net worth individuals in providing holistic Advice as well as developing long-term client relationships and new private client business opportunities through networking and referrals, Developing financial plans for prospective or existing clients and providing them with the appropriate advice, financial products and investments, developing plans and pursuing leads.

Responsibilities

" The primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service.

" Contribute to the success of the business by further developing the existing client bank, gaining referrals where possible and strengthening client relationships

" Increase income for the business by converting new leads and business opportunities

" Maintain a high profile for both self and the firm in the local business and professional sectors by way of planned and focused networking.

" Consistently comply with legislative, financial, procedural and quality requirements

" Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets

Requirements

" Proven experience in a client facing Wealth Management or Financial Planning role

" Diploma qualified to Level 4 and ideally working towards Chartered status

" Consistent ability to develop and forge successful business relationships within the wealth management and financial planning arena

" Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards.

" Strong communication and presentation skills with the ability to plan and prioritise workloads.

" A high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena

" Strong product, market and technical knowledge. IT literate (Excel, word, PowerPoint etc).

For more information please contact one of our specialist consultants quoting REF: NJR15703