Independent Financial Adviser - Newcastle-Upon-Tyne in Newcastle upon Tyne

Independent Financial Adviser - Newcastle-Upon-Tyne in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 49500 - 60500 £ / year (est.) Home office (partial)
R

At a Glance

  • Tasks: Provide expert financial advice and build strong client relationships.
  • Company: Leading UK wealth management firm with a supportive team culture.
  • Benefits: Competitive salary, bonuses, flexible working, and full exam training.
  • Other info: Opportunity for career growth and to work with High Net Worth clients.
  • Why this job: Join a dynamic team and make a real impact in clients' financial futures.
  • Qualifications: Level 4 diploma qualified with strong communication skills.

The predicted salary is between 49500 - 60500 £ per year.

Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become an excellent adviser? Then look no further.

Recruit UK are working on an excellent opportunity for an Independent Financial Adviser role in Newcastle-Upon-Tyne to join a well-established UK Independent Financial Advice firm. My client is a leading UK wealth management and private client financial advice firm. They are looking for a level 4 diploma qualified professional to work on an existing national introducer contract building strong long-lasting relationships and managing and developing a client bank. You will be delivering financial planning and wealth management advice and working with a paraplanning team to ensure advice given is of the highest quality.

What’s in it for you:

  • Competitive salary up to £40k plus excellent bonuses and benefits
  • Flex working - office/home based
  • Opportunity to deal with High Net Worth Clients and build own client base
  • Full exam training towards obtaining level 6 Chartered status
  • Work alongside dedicated team of Paraplanners, Compliance and Administrators
  • Join friendly team at central Newcastle offices

Skills and experience required:

  • Diploma (Dip PFS) or equivalent
  • Ability to work under pressure to meet deadlines
  • Ability to understand and communicate advice practices and processes clearly and effectively
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions

Independent Financial Adviser - Newcastle-Upon-Tyne in Newcastle upon Tyne employer: RecruitUK

Join a leading UK wealth management firm in the heart of Newcastle-Upon-Tyne, where you will have the opportunity to develop your advisory career with comprehensive training and support. Enjoy a competitive salary, flexible working arrangements, and the chance to work with High Net Worth clients while being part of a friendly and dedicated team. This role not only offers excellent bonuses and benefits but also paves the way for your professional growth towards achieving Chartered status.

R

Contact Details:

RecruitUK Recruitment Team

We think you need these skills to ace Independent Financial Adviser - Newcastle-Upon-Tyne in Newcastle upon Tyne

Level 4 Diploma (Dip PFS) or equivalent
Financial Planning
Wealth Management
Client Relationship Management
Holistic Financial Planning Strategies
Technical/Product Knowledge
Effective Communication