Financial Planner Coventry - Travel to clients’ homes/business premises or to other SJP locations Salary £40000 - £60000 Client Bank available Hybrid/ Remote working NJR are currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunityfor an ambitious Financial Planner to join their highly successful practice. The purpose of the role will be to work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliverexceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled withthe assistance of the Adviser (This is dependent on level and experience). The business has built up an extensive Client base consisting of high-net-worth individuals, you will need to have a track record of providing Financial Advice to Clients to be considered, Responsibilities: • Contacting existing and potential clients to offer financial planning services...
Job Title
Financial Planner