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Financial Adviser

NJR Recruitment·Oldham (North West England)On-site
£45 000 – £50 000 / year
Vox Summary
  • Role Responsibilities: Service and grow an existing client bank through financial reviews, analysis, and assisting clients in making informed decisions.
  • Key Requirements: Experience as a CAS Adviser, knowledge of pensions and investments, a level 4 Diploma, and strong analytical and interpersonal skills.
  • Conditions & Benefits: Salary £45,000-£50,000 plus bonus, full admin support, 25 days holiday plus bank holidays, company pension, and free parking.
  • Ideal Candidate: Someone confident, driven, with relationship-building skills and experience in financial planning with pensions and investments.
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Job description

Financial Adviser Oldham £45,000 - £50,000 Plus Bonus NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK. Due to a pending retirement, we have an excellent opportunity for a Financial Adviser to join their team to service and grow an existing client bank What's in it for you? • Good basic salary • Generous bonus scheme • Full Admin and Paraplanning support • 25 days holiday + Bank Holidays • Full client bank provided • Company pension • Free Parking This role will suit someone who has excellent relationship building skills and has been working within financial planning with experience of Pensions & Investments. Responsibilities will include: • Contacting clients and conducting in-depth reviews of clients' financial circumstances, current provision and future aims • Analysing information and preparing plans best suited to individual clients' requirements • Assisting clients to make informed decisions • Researching information from various sources, including providers of financial products • Reviewing and responding to clients changing needs and financial circumstances What we need from you? • Previous experience as a CAS Adviser, providing advice across pensions, investments and other financial products • Progress towards Chartered Financial Planner status advantageous, but a level 4 Diploma is essential • Detailed knowledge of financial planning solutions • You must be able to demonstrate a good understanding of financial matters and strong analytical skills • Strong interpersonal skills Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of client service For further information please contact one of our specialist consultants quoting REF: NJR16790

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Original source
reed.co.uk
Posted
Jun 16, 2026 · true date
Last verified
59 minutes ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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