At a Glance
- Tasks: Provide desk-based financial planning advice and support to clients with investable assets.
- Company: Join a forward-thinking wealth management business in Newcastle.
- Benefits: Competitive salary, hybrid working, private medical insurance, and generous annual leave.
- Other info: Collaborative culture focused on professional growth and client success.
- Why this job: Make a real impact on clients' financial futures while developing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial services.
The predicted salary is between 55000 - 55000 £ per year.
Location: Newcastle
Salary: Up to £55,000
Recruit UK are looking for a Financial Planner (Desk-Based). If you have a passion for financial planning and delivering outstanding client outcomes, whether you're currently working as a Paraplanner, Mortgage Adviser, Financial Planning Associate, or in a similar role, you’re looking for an opportunity to take the next step in your career within a supportive and forward-thinking environment. If you hold the Level 4 Diploma in Regulated Financial Planning and are looking to develop your career within a growing advice team, we’d love to hear from you.
About the Role
This is an exciting opportunity to join a highly successful and technology-driven financial planning team as a Financial Planner. You’ll provide desk-based financial planning advice and ongoing service to an established client bank, supporting clients with investable assets of up to £250,000. Working within a hybrid environment, you’ll focus on building strong client relationships, delivering holistic financial planning solutions, and helping clients achieve their long-term financial goals.
As a Financial Planner, you will:
- Manage and develop relationships with an existing client portfolio.
- Proactively engage with clients to review their financial planning needs and deliver ongoing advice.
- Convert existing legacy clients to the firm’s ongoing service proposition.
- Provide holistic financial planning advice across investments, pensions, protection, and retirement planning.
- Generate new business opportunities through proactive client engagement and referrals.
- Work collaboratively with colleagues across the wider business to identify cross-selling opportunities.
- Deliver an exceptional client experience through timely communication and high-quality advice.
- Utilise industry-leading technology and systems to enhance client outcomes and adviser efficiency.
What We Offer
- A growing and supportive financial planning team.
- Exposure to an established client bank and quality business opportunities.
- Hybrid working model (3 days office-based, 2 days from home).
- Ongoing professional development and support with maintaining your SPS and technical knowledge.
- Access to innovative technology designed to improve both adviser and client experiences.
- Clear opportunities for long-term career progression within a leading wealth management business.
- A collaborative culture focused on client outcomes, professional development, and continuous improvement.
Key Responsibilities
- Deliver holistic financial planning solutions tailored to individual client needs.
- Review and service existing clients as part of the firm’s ongoing advice proposition.
- Achieve revenue and business development targets.
- Identify opportunities to generate additional advice income and referrals across the wider group.
- Ensure all client recommendations and reports meet regulatory and internal compliance standards.
- Maintain detailed knowledge of financial planning products, legislation, and market developments.
- Adhere to Consumer Duty, Treating Customers Fairly (TCF), and Regulatory Conduct Risk (RCR) principles.
- Maintain strong relationships with both internal stakeholders and external professional introducers.
- Ensure excellent client outcomes through high-quality advice and service delivery.
- Identify and recommend process improvements to enhance client experience and regulatory compliance.
Skills & Experience
- Diploma in Regulated Financial Planning (Level 4) - Essential.
- Experience within Financial Planning, Paraplanning, Wealth Management, or Private Client services.
- Strong technical knowledge across pensions, investments, and protection planning.
- Excellent communication and relationship-building skills.
- Strong attention to detail and analytical ability.
- Ability to manage workload effectively and meet deadlines.
- Experience using CRM systems, databases, Microsoft Word and Excel.
- Cashflow modelling experience desirable but not essential.
- A client-focused approach with a commitment to delivering excellent outcomes.
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
Why Join Us?
This is an excellent opportunity for an ambitious financial services professional who wants to build a long-term career within financial planning. You’ll join a business that invests heavily in technology, values professional development, and provides the tools, support, and client opportunities needed to succeed.
Financial Planner in Newcastle upon Tyne employer: Recruit UK
Join a forward-thinking financial planning team in Newcastle, where you'll benefit from a hybrid working model and a collaborative culture focused on client outcomes and professional growth. With access to innovative technology and a commitment to ongoing development, this role offers clear pathways for career progression while delivering exceptional service to an established client bank.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner 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 Recruit UK. 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 Planner 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 Recruit UK.
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 Recruit UK'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 Recruit UK
✨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 Recruit UK.
✨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 Recruit UK 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 Recruit UK 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.
