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- Tasks: Help clients achieve financial goals with tailored advice and comprehensive planning.
- Company: Award-winning financial services group based in Newcastle upon Tyne.
- Benefits: Competitive salary, remote work, 33 days holiday, and career development support.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Diploma Level 4 qualified with 3-5 years of financial advice experience preferred.
- Other info: Full training provided and clear progression path to senior advisory roles.
The predicted salary is between 54000 - 64000 ÂŁ per year.
BMC Recruitment Group are currently recruiting for a Financial Adviser to join our client, an award‑winning group of financial services and technology companies based in Newburn, Newcastle upon Tyne. This is an Employed position. The company is committed to professional growth and offers full support in achieving industry‑recognised qualifications. This includes sponsorship towards further adviser exams and access to comprehensive training resources. For those aiming to progress their career, there is a clearly structured pathway within the wider wealth‑management division, providing full support to develop into more advanced advisory positions as your experience grows.
About the Role
- Salary: Range from ÂŁ54,000 to ÂŁ64,000 (inclusive of monthly bonus)
- Bonus Scheme: New‑business bonus and quarterly team bonus.
- Working Model: Fully remote, with one office visit per month (all travel & hotel covered)
- Role Type: Full‑time, permanent
- Working Hours: Monday to Friday, 8:30am–5:30pm
- Benefits: Free on‑site parking on office days, 33 days holiday (increasing with service), enhanced pension contributions, career development pathway, company events throughout the year
- Support: Full paraplanning and administration support provided
Duties / Responsibilities
- Conduct detailed client consultations to understand financial goals, circumstances, and long‑term objectives.
- Build and maintain strong client relationships, providing ongoing support and tailored advice across pensions, investments, insurance, and estate planning.
- Create comprehensive financial plans, analyse client financial positions, and deliver clear, suitable recommendations.
- Monitor market movements and adjust client strategies as required, conducting regular portfolio reviews.
- Ensure all advice meets regulatory standards and internal compliance requirements, maintaining accurate records throughout.
- Prepare and present reports outlining financial plans, performance, and recommendations.
- Identify opportunities to grow new business and support client acquisition.
- Engage in networking and work with internal teams to support wider business‑development initiatives.
About You
- Diploma Level 4 qualified (CII or LIBF).
- Ideally 3–5 years’ experience in financial advice.
- CAS status preferred but full support provided to obtain CAS within 3 months.
- Strong communication skills with the ability to build rapport quickly.
- Capable of managing a busy diary with internal appointment flow.
- Passionate about providing high‑quality, compliant financial advice.
Training & Development
- Full training and support through the company’s internal development academy.
- Clear progression path for advisers seeking senior advisory or specialist positions.
- Ongoing study support for additional industry qualifications.
Financial Advisor in Newcastle upon Tyne employer: BMC Recruitment Group Ltd
Contact Detail:
BMC Recruitment Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with someone about the role, make sure you can clearly explain why you’re the perfect fit. Highlight your experience, qualifications, and what excites you about the company. Confidence is key!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. It’s also a great opportunity to reiterate why you’d be a fantastic addition to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Advisor role. Plus, applying directly shows your commitment and interest in joining our awesome team!
We think you need these skills to ace Financial Advisor in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight relevant experience and skills that match the job description, like your communication skills and any financial qualifications you have. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advice and how your background aligns with our values. Be genuine and let your personality come through – we love to see enthusiasm!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s hitting targets or building strong client relationships, we want to know what you’ve accomplished in your previous roles. Numbers and specific examples can really make you stand out.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s super easy, and you’ll be able to keep track of your application status. Plus, it shows us you’re keen on joining our awesome team at StudySmarter!
How to prepare for a job interview at BMC Recruitment Group Ltd
✨Know Your Numbers
As a Financial Advisor, you'll need to demonstrate your understanding of financial concepts and market trends. Brush up on key financial metrics and be ready to discuss how they impact client strategies. This shows you’re not just knowledgeable but also passionate about the field.
✨Showcase Your Communication Skills
Strong communication is crucial in this role. Prepare examples of how you've built rapport with clients in the past. Think about specific situations where your communication made a difference in client relationships or outcomes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Practice articulating how you would handle various client situations, such as adjusting a financial plan based on market changes or addressing a client's concerns about their investments.
✨Highlight Your Commitment to Growth
The company values professional development, so be sure to express your eagerness to learn and grow. Discuss any relevant qualifications you have or are pursuing, and how you plan to leverage the training and support offered to advance your career.
