Full job description

Financial Adviser
Location: North West
Salary: Competitive + Bonus & Benefits


An exciting opportunity has arisen for a motivated and ambitious Financial Adviser to join a growing and dynamic wealth management firm in the North West. This role is ideally suited to a newly qualified adviser or someone with 1-2 years’ advising experience looking to take the next step in their financial planning career.


You will be joining a supportive business with a strong paraplanning and administration infrastructure, allowing you to focus on delivering excellent client outcomes and developing your client relationships.


The Role
As a Financial Adviser, you will provide tailored financial planning advice to clients across pensions, investments, protection, savings and tax planning. You will take ownership of client relationships, delivering high quality advice while helping clients achieve both their immediate and long-term financial goals.
This is an excellent opportunity for an adviser who is eager to develop their technical knowledge, grow with the business and build a successful long-term career in wealth management.


Key Responsibilities
*Provide high quality financial advice across pensions, investments, protection, savings and tax planning
*Build and maintain strong long-term client relationships
*Take responsibility for understanding each client’s financial objectives and circumstances
*Work closely with paraplanning and administration teams to deliver an excellent client experience
*Manage and develop an existing client bank while identifying opportunities to grow assets under management
*Support wider business improvements and contribute to delivering strong client outcomes
*Maintain CPD requirements and annual SPS accreditation
*Deliver advice in line with FCA regulations and company standards


About You
*Fully qualified to provide regulated financial advice (Level 4 Diploma essential)
*1-2 years’ experience as a Financial Adviser or a newly qualified adviser looking to progress
*Strong understanding of financial planning and wealth management
*Experience dealing with clients face-to-face and virtually
*Excellent communication and relationship-building skills
*Strong attention to detail and organisational ability
*Comfortable working collaboratively within a team environment
*Experience using financial planning software would be advantageous
*Proactive, client-focused and motivated to succeed


What’s on Offer
*Opportunity to join a growing and supportive wealth management business
*Strong paraplanning and administration support
*Career progression and ongoing development opportunities
*Collaborative team environment
*Competitive salary, bonus and benefits package
*Opportunity to build and develop your client portfolio


Apply today via NJR Recruitment or call quoting the reference NJR16726
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.