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- Tasks: Manage and develop a portfolio of high net worth clients, providing tailored financial advice.
- Company: Join a well-established Independent Financial Advice company with a strong reputation.
- Benefits: Competitive salary up to £80k, flexible working, and full support for your professional growth.
- Why this job: Make a real difference in clients' financial journeys while enjoying a supportive work environment.
- Qualifications: Chartered status preferred; experience with high net worth clients is essential.
- Other info: Enjoy regular salary reviews and comprehensive admin support to help you succeed.
The predicted salary is between 48000 - 72000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established Independent Financial Advice company with existing clients in the North East.
Company: This is an excellent company, offering financial planning and wealth management advice. They are a growing company, providing independent financial advice.
Role: To manage and develop an existing HNW client bank and deal with HNW client leads. You will provide clients with a quality financial advice service and make recommendations on how to best meet their goals. Full paraplanning and admin support.
What’s in it for you:
- Competitive starting salary up to £80k
- Regular salary reviews
- Existing HNW client bank
- HNW Client leads
- Flex working - home based
- IFA, Paraplanning, Compliance and Administration support
- Study support
Skills and experience required:
- Ideally Chartered or enroute
- Min Diploma (Dip PFS) or equivalent
- Good experience dealing with High Net Worth clients
- Good experience working as a Financial Adviser, SPS & CAS Status
Financial Advisor in Newcastle upon Tyne employer: Recruit UK
Contact Detail:
Recruit UK 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 other financial professionals. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in financial planning and wealth management. Share insights on social media or write articles to demonstrate your knowledge. This will make you stand out to potential employers.
✨Tip Number 3
Prepare for interviews like it’s the big game! Research the company thoroughly and come armed with questions that show your interest. Practice common interview questions and think about how your experience with HNW clients can benefit them.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you an edge over others. So, get your application in and let’s get you that Financial Adviser role!
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 Adviser role. Highlight your experience with High Net Worth clients and any relevant qualifications like your Diploma or Chartered status. 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 explain why you're passionate about financial advice and how your skills align with our company’s goals. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s growing a client base or successfully managing portfolios, we want to know how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around wealth management and high net worth clients. Be prepared to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Experience
Highlight your experience with HNW clients during the interview. Share examples of how you've successfully managed client relationships and provided tailored financial advice that met their unique goals.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to financial planning and client management. This shows your genuine interest in the role and helps you assess if the company aligns with your values.
✨Demonstrate Your Soft Skills
As a Financial Adviser, communication is key. Be ready to showcase your interpersonal skills and how you build trust with clients. Use examples from your past roles to illustrate your ability to connect and engage effectively.
