Hybrid Financial Adviser – Established IFA with Client Bank

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

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