Independent Financial Adviser
other jobs NJR Recruitment
Added before 1 Days
- England,Yorkshire and The Humber,West Yorkshire
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Independent Financial Adviser
Keighley
£50,000 + Bonus
NJR Recruitment is working with a well-established and growing Independent Financial Advisory firm based in North Bradford, who are looking to recruit an experienced Financial Adviser to join their business and service an existing client base.
This is an excellent opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality, compliant advice across a broad range of financial planning areas.
The Role:
The successful candidate will work closely with an in-house team of Administrators and Paraplanners, providing holistic advice and helping to develop the firm’s client proposition.
Key responsibilities include:
*Providing advice across investments, pensions, protection, and tax planning
*Conducting in-depth client reviews to understand financial circumstances and future goals
*Preparing bespoke financial plans and recommendations
*Completing risk profiling and suitability assessments
*Researching the market and recommending appropriate products and solutions
*Managing and developing ongoing client relationships
*Conducting meetings both face-to-face and via telephone
*Keeping up to date with regulatory requirements, products, and legislation
*Producing compliant financial reports and documentation
*Liaising with product providers and professional introducers where required
About You:
*Level 4 Diploma in Regulated Financial Planning (Chartered status preferred but not essential)
*Experience providing independent financial advice within an IFA environment
*Strong knowledge of investments, pensions, and tax-efficient planning
*Professional, ethical, and client-focused approach
*Excellent communication and organisational skills
*Self-motivated with the ability to work independently while being part of a team
What’s on Offer:
*Basic salary up to £50,000, depending on experience
*Bonus structure with OTE of £60,000
*Established client base and full back-office support
*Opportunity to grow with a reputable and supportive IFA firm
*Immediate start available
This is a fantastic opportunity for a driven Financial Adviser looking to join a firm that values quality advice, long-term relationships, and professional integrity.
For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16342
Keighley
£50,000 + Bonus
NJR Recruitment is working with a well-established and growing Independent Financial Advisory firm based in North Bradford, who are looking to recruit an experienced Financial Adviser to join their business and service an existing client base.
This is an excellent opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality, compliant advice across a broad range of financial planning areas.
The Role:
The successful candidate will work closely with an in-house team of Administrators and Paraplanners, providing holistic advice and helping to develop the firm’s client proposition.
Key responsibilities include:
*Providing advice across investments, pensions, protection, and tax planning
*Conducting in-depth client reviews to understand financial circumstances and future goals
*Preparing bespoke financial plans and recommendations
*Completing risk profiling and suitability assessments
*Researching the market and recommending appropriate products and solutions
*Managing and developing ongoing client relationships
*Conducting meetings both face-to-face and via telephone
*Keeping up to date with regulatory requirements, products, and legislation
*Producing compliant financial reports and documentation
*Liaising with product providers and professional introducers where required
About You:
*Level 4 Diploma in Regulated Financial Planning (Chartered status preferred but not essential)
*Experience providing independent financial advice within an IFA environment
*Strong knowledge of investments, pensions, and tax-efficient planning
*Professional, ethical, and client-focused approach
*Excellent communication and organisational skills
*Self-motivated with the ability to work independently while being part of a team
What’s on Offer:
*Basic salary up to £50,000, depending on experience
*Bonus structure with OTE of £60,000
*Established client base and full back-office support
*Opportunity to grow with a reputable and supportive IFA firm
*Immediate start available
This is a fantastic opportunity for a driven Financial Adviser looking to join a firm that values quality advice, long-term relationships, and professional integrity.
For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16342
Job number 3222066
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Company Details:
NJR Recruitment
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