Financial Adviser

London

Up to £100,000 + Benefits

NJR Recruitment are delighted to be partnering with a highly respected wealth management firm who are looking to appoint an experienced Wealth Planner to join their established office in central London.

This is an excellent opportunity for a client-focused Financial Adviser to join a premium advisory business, providing holistic advice to a high-quality client base with a particular focus on retirement planning, estate planning and long-term wealth preservation.

Working alongside an experienced team of investment professionals and support staff, this role offers the opportunity to build strong client relationships and deliver first-class advice within a collaborative and professional environment.

The Role

As a Wealth Planner, you will be responsible for delivering high-quality regulated advice to clients, ensuring a first-class service experience and helping clients meet their long-term financial goals.

Key responsibilities will include:

• Providing holistic financial planning advice across pensions, investments, retirement and estate planning
• Building and maintaining strong long-term client relationships
• Delivering an exceptional client service experience at every stage
• Working closely with investment professionals to identify opportunities and enhance client outcomes
• Managing cases and client activity through CRM systems
• Delegating workflow effectively to administrative support staff
• Keeping up to date with industry, regulatory and technical developments
• Supporting wider business initiatives and contributing to the ongoing client proposition

About You

• Minimum 2+ years’ experience as a Financial Adviser / Wealth Planner
• Proven experience advising high-net-worth clients
• Chartered Financial Planner status highly desirable
• Advanced pension qualifications such as AF3 advantageous
• Eligible for or holding a current Statement of Professional Standing (SPS)
• Strong technical knowledge across pensions, investments and estate planning
• Excellent communication, presentation and relationship-building skills
• Commercially aware with a client-first mindset
• Professional, proactive and collaborative approach

What’s on Offer

• Salary up to £100,000
• Opportunity to join a highly regarded wealth management business
• Established client proposition and strong internal support
• Collaborative and professional team culture
• Long-term career development opportunities
• York based opportunity within a premium office environment
• 25 days holiday plus bank holidays, increasing with service and Christmas shut down
• Death in service cover
• Enhanced pension scheme
• Private medical insurance including dental
• Competitive family friendly policies
• Discretionary Bonus Scheme
• A whole load of additional benefit

This is a superb opportunity for an ambitious and technically strong adviser who enjoys working with quality clients and building trusted long-term relationships.

For a confidential discussion, please contact NJR Recruitment quoting NJR16666