Ambitious Financial Advisor: Immediate Clients & Growth in Newcastle upon Tyne

Ambitious Financial Advisor: Immediate Clients & Growth in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 49500 - 60500 £ / year (est.) No working from home possible
St. James's Place

At a Glance

  • Tasks: Provide holistic financial advice to clients and support their financial growth.
  • Company: St. James’s Place Wealth Management, a leading firm in Newcastle.
  • Benefits: Attractive fee shares or salary up to £50,000, plus mentorship.
  • Other info: Immediate client engagement with clear paths for career advancement.
  • Why this job: Join a dynamic team and make a real difference in clients' financial lives.
  • Qualifications: Experience in financial advising and a passion for client success.

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

St.

James’s Place Wealth Management, a Newcastle-based partner practice, seeks an experienced Financial Adviser to provide holistic financial advice to existing and new clients, supported by mentorship and back-office resources.

Two career paths are offered: self-employed with attractive fee shares, or employed with a negotiable salary up to £50,000 and a clear route to self-employment.

This role suits ambitious advisers looking for immediate client engagement and growth.

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Ambitious Financial Advisor: Immediate Clients & Growth in Newcastle upon Tyne employer: St. James's Place

St. James’s Place is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. Located in Cirencester, this hybrid role as a Data Privacy Manager not only provides competitive benefits such as parental leave and health insurance but also fosters an environment where employees can thrive through collaboration and engagement with diverse stakeholders in the regulated financial services sector.

St. James's Place

Contact Details:

St. James's Place Recruitment Team

We think you need these skills to ace Ambitious Financial Advisor: Immediate Clients & Growth in Newcastle upon Tyne

Holistic Financial Advice
Client Engagement
Mentorship
Back-Office Support
Self-Employment Knowledge
Fee Structure Understanding
Negotiation Skills