Position details
INDEPENDANT FINANCIAL ADVISER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Barnsley
£35000 - £40000 13/05/2026
NJR16700
Plus Excellent Bonus!
£35000 - £40000 13/05/2026
NJR16700
Plus Excellent Bonus!
DESCRIPTION
Junior Financial Adviser
West Yorkshire
Up to £40,000 DOE + Bonus
NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area.
This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the \"stuffy corporate\" environment - whilst maintaining exceptionally high standards of client service and advice.
You will inherit an existing client bank of around 50 clients, providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time.
The Role
\" Managing and developing an inherited client bank
\" Providing holistic financial planning advice across pensions, investments and protection
\" Building long-term relationships with clients through ongoing servicing and support
\" Identifying opportunities to generate and develop new business
\" Conducting client reviews and ensuring high-quality advice delivery
\" Working closely with paraplanning and administration support teams
\" Progressing professionally towards Chartered status over time
About You
\" Minimum 1 year\'s experience giving regulated financial advice
\" Must hold CAS Status
\" Minimum Level 4 Diploma qualified
\" Chartered status desirable, or willingness to work towards this
\" Strong client relationship and communication skills
\" Good all-round knowledge of financial planning products and advice processes
\" Motivated, driven and keen to build a successful client bank
\" Professional but personable approach
\" Full UK driving licence and own vehicle essential
What\'s on Offer
\" Salary up to £40,000 DOE
\" Excellent Bonus scheme
\" Existing client bank provided
\" Ongoing development and progression support
\" Flexi-hours and supportive working culture
\" Private Medical Insurance (PMI)
\" Death in Service (DIS) benefit
\" Relaxed and collaborative office environment
\" Long-term career opportunity within a Chartered firm
This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success.
For a confidential discussion, please contact NJR Recruitment quoting NJR16700
West Yorkshire
Up to £40,000 DOE + Bonus
NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area.
This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the \"stuffy corporate\" environment - whilst maintaining exceptionally high standards of client service and advice.
You will inherit an existing client bank of around 50 clients, providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time.
The Role
\" Managing and developing an inherited client bank
\" Providing holistic financial planning advice across pensions, investments and protection
\" Building long-term relationships with clients through ongoing servicing and support
\" Identifying opportunities to generate and develop new business
\" Conducting client reviews and ensuring high-quality advice delivery
\" Working closely with paraplanning and administration support teams
\" Progressing professionally towards Chartered status over time
About You
\" Minimum 1 year\'s experience giving regulated financial advice
\" Must hold CAS Status
\" Minimum Level 4 Diploma qualified
\" Chartered status desirable, or willingness to work towards this
\" Strong client relationship and communication skills
\" Good all-round knowledge of financial planning products and advice processes
\" Motivated, driven and keen to build a successful client bank
\" Professional but personable approach
\" Full UK driving licence and own vehicle essential
What\'s on Offer
\" Salary up to £40,000 DOE
\" Excellent Bonus scheme
\" Existing client bank provided
\" Ongoing development and progression support
\" Flexi-hours and supportive working culture
\" Private Medical Insurance (PMI)
\" Death in Service (DIS) benefit
\" Relaxed and collaborative office environment
\" Long-term career opportunity within a Chartered firm
This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success.
For a confidential discussion, please contact NJR Recruitment quoting NJR16700
Apply Now
