CLIENT BANK AVAIALABLE
SALARY UP TO £50,000
MUST BE DIPLOMA QUALIFIED.
PETERBOROUGH (Hybrid working model)
NJR is currently working with a very well-established boutique Wealth Management practice who provide bespoke advice to their extensive Client base. As a result of a retiring Advisor they now have an excellent opportunity for an aspiring Financial Planner to join their growing organisation.
Working from their office based in Peterborough you will be working closely with 2 experienced Advisors who will provide ongoing support and training. 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
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: NJR15711