Financial Advisor
Bromsgrove
Employed Role with Bonus
NJR now have an excellent opportunity for an ambitious individual to join a highly successful and reputable Wealth Management firm based in Bromsgrove as a desk based financial planner who will specialise in the annual reviews process.
The role requires an individual who has the ability to work within a fast-paced environment, create strong relationships and has excellent communication skills.
What's in it for you?
* Competitive basic salary
* Bonus structure
* All Clients pre-qualified and provided
* Full admin and paraplanning support
* Monday - Friday 9-5pm - No evening or weekend work
* Client meetings held via telephone or Video call so no travelling
* 25 days holiday + Bank holidays
* Pension scheme
* Death in Service cover
* Private medical care
The main purpose of this role is to provide high quality financial planning advice and solutions to the existing client base in order to meet individual targets.
This will include:
1. Contacting existing clients via telephone and video calls to discuss their financial situation
2. Keeping up-to-date with new product, technical or legislative changes within the marketplace
3. Comply at all times with the Compliance and T&C procedures of the fir...