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
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