FINANCIAL PLANNER + EXISTING CLIENT BANK

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

Job summary

An established industry player is seeking an experienced Financial Planner to join their thriving Wealth Management practice. This role involves servicing a client bank of high net worth individuals, providing holistic financial advice, and developing long-term relationships. The ideal candidate will have a proven track record in client-facing roles, a Level 4 diploma, and strong communication skills. Join a dynamic team where your contributions will directly impact the success of the business and help clients achieve their financial goals.

Qualifications

• Proven experience in a client-facing Wealth Management or Financial Planning role.
• Diploma qualified to Level 4 and ideally working towards Chartered status.

Responsibilities

• Ensure clients receive the highest level of financial advice and ongoing service.
• Develop existing client bank and gain referrals.
• Maintain a proactive working environment and contribute to team goals.

Skills

Client Relationship Management

Financial Planning

Wealth Management

Networking

Communication Skills

Attention to Detail

Education

Diploma Level 4

Chartered Status (in progress)

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

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. You will develop financial plans for prospective and existing clients as well as providing them with the appropriate advice, 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.

Attention to detail

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: NJR13966