At a Glance
- Tasks: Manage client portfolios and provide expert financial advice on investments and retirement planning.
- Company: Respected Independent Financial Adviser firm in Doncaster with a supportive culture.
- Benefits: Competitive salary, bonuses, and comprehensive benefits package.
- Other info: Opportunity to inherit a client bank and grow your portfolio.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Must have Competent Adviser Status (CAS) and experience in financial advising.
The predicted salary is between 49500 - 60500 £ per year.
Employed Financial Adviser Doncaster £40,000 - £50,000 Basic + Bonus + Benefits NJR Recruitment is delighted to be working with a well-established and highly respected Independent Financial Adviser firm in Doncaster that is looking to recruit an experienced Employed Financial Adviser to join its growing team.
This is an excellent opportunity for a Competent Adviser Status (CAS) Financial Adviser who is looking to join a supportive practice where they can focus on delivering high-quality financial advice, backed by a dedicated administration and paraplanning team.
You'll inherit a well-established client bank , allowing you to hit the ground running while also having the opportunity to grow your portfolio through referrals and new business generation.
The Role As an Employed Financial Adviser, you will: 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 develop additional business from existing clients and referrals Work closely with dedicated Para...
Employed Financial Adviser employer: NJR Recruitment
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