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- Tasks: Provide personalised financial advice and build investment strategies for clients.
- Company: Shackleton, a leader in fair and transparent financial advice across the UK.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in clients' financial lives while building lasting relationships.
- Qualifications: Expertise in financial planning and strong communication skills required.
- Other info: Join a dynamic team committed to redefining financial advisory services.
The predicted salary is between 40000 - 60000 £ per year.
Shackleton, Britain's financial adviser, stands for a new standard of financial advice—one that is fair, transparent, dependable, and consistent across the UK. Built on Chartered expertise and mutual respect, Shackleton emphasizes simplicity and a client-first approach. Formerly known as Skerritts, the company continues to redefine the financial advisory landscape by providing bold, client-centric, and professional services nationwide.
This is an on-site contract role for a Financial Advisor, based in the City of Newcastle or surrounding area. The Financial Advisor will focus on providing personalized financial advice to clients, including:
- Assessing financial situations
- Building investment strategies
- Assisting with retirement planning
- Managing portfolios
The role involves staying informed on financial trends, offering well-researched guidance, and fostering trust and long-term relationships with clients. The Advisor will ensure compliance with applicable regulations while supporting clients to reach their financial goals.
Qualifications
- Expertise in Financial Planning and Financial Advisory services
- Strong knowledge of Investments and Retirement Planning strategies
- Proficiency in Finance principles and wealth management
- Excellent interpersonal and communication skills, with a client-focused mindset
- Professional qualifications in financial planning or advisory services; Chartered status is highly desirable
- Up-to-date understanding of financial regulations and compliance
- Demonstrated ability to develop and maintain trust-based client relationships
- A strong ethical approach and sound decision-making skills
Financial Advisor in Newcastle upon Tyne employer: Shackleton - Britain’s financial adviser
Contact Detail:
Shackleton - Britain’s financial adviser 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 industry. Attend events, join online forums, and don’t be shy about reaching out to potential mentors. Building relationships can open doors to job opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! Create a personal brand by sharing your insights on financial trends and advice on social media or a blog. This not only showcases your knowledge but also helps you connect with clients who appreciate your client-first approach.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Think about how you would build trust with clients and handle their concerns. We want you to shine and show that you’re the dependable advisor they need!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company. Let’s make your dream job a reality together!
We think you need these skills to ace Financial Advisor in Newcastle upon Tyne
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your qualifications and experience in financial planning and advisory services. We want to see how your skills align with our client-first approach, so don’t hold back on showcasing your Chartered status if you have it!
Tailor Your Application: Take the time to customise your application for Shackleton. Mention specific experiences that demonstrate your ability to build trust-based relationships with clients and your knowledge of investment strategies. This will show us you’re genuinely interested in the role.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your passion for helping clients shines through. Remember, simplicity is key!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Shackleton - Britain’s financial adviser
✨Know Your Financial Stuff
Make sure you brush up on your financial planning and advisory knowledge. Be ready to discuss investment strategies, retirement planning, and the latest financial trends. This shows that you're not just a candidate but someone who genuinely understands the industry.
✨Client-Centric Mindset
Since Shackleton values a client-first approach, prepare examples of how you've built trust and maintained long-term relationships with clients in the past. Highlight your interpersonal skills and how you prioritise client needs in your financial advice.
✨Stay Compliant
Familiarise yourself with the latest financial regulations and compliance requirements. Being able to discuss how you ensure compliance in your advisory role will demonstrate your professionalism and commitment to ethical standards.
✨Ask Insightful Questions
Prepare thoughtful questions about Shackleton's approach to financial advising and their vision for the future. This not only shows your interest in the company but also helps you gauge if their values align with yours.