At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Well-established financial services firm offering remote flexibility.
- Benefits: Highly competitive salary and the chance to work from anywhere.
- Other info: Join a diverse team committed to equal opportunities and professional growth.
- Why this job: Make a real difference in clients' financial lives while enjoying work-life balance.
- Qualifications: Experience as a Financial Adviser and strong communication skills required.
The predicted salary is between 49500 - 60500 £ per year.
Financial Adviser (Remote) (16370) Newcastle upon Tyne, England
Job Description
We areworking with a well-established financial services firm to appoint a Financial Adviser to join a centralised advice function.
This role can be office-based or remote offering flexibility alongside the opportunity to deliver high-quality, compliant financial advice to a broad client base.
The successful candidate will provide tailored financial planning solutions, build long-term client relationships and play an integral role in supporting clients to achieve their financial objectives across investments, pensions, protection and estate planning.
- Current Competent Adviser Status (CAS) and valid Statement of Professional Standing (SPS).
- Previous experience in a Financial Adviser or similar regulated advisory role preferred.
- Strong communication and relationship-building skills.
- High levels of professionalism, integrity and attention to detail.
- Strong organisational skills with the ability to manage workload independently within a team environment.
Core Responsibilities
- Conduct detailed client consultations to understand financial goals, circumstances and priorities.
- Deliver personalised financial advice and develop comprehensive financial plans aligned to client needs.
- Maintain ongoing client relationships, providing regular reviews and proactive advice.
- Monitor market developments and ensure advice remains current and appropriate.
- Ensure all advice and client activity meets regulatory requirements and internal policies.
- Maintain accurate client records and prepare clear, professional reports.
- Support business growth through client referrals and new business opportunities.
- A highly competitive salary
Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Financial Adviser (Remote) in Newcastle upon Tyne employer: Core-Asset-Consulting
Join a leading financial services organisation in Newcastle upon Tyne as a Compliance Monitoring Officer, where you will thrive in a dynamic work culture that values compliance and professional growth. With a commitment to employee development and a competitive salary, this role offers the chance to engage in meaningful compliance initiatives while building strong relationships across the business. Experience a supportive environment that encourages diversity and inclusion, making it an excellent place for compliance professionals to advance their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser (Remote) in Newcastle upon Tyne
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Core-Asset-Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser (Remote) in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Core-Asset-Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Core-Asset-Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Core-Asset-Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Core-Asset-Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Core-Asset-Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Core-Asset-Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
