At a Glance
- Tasks: Provide high-quality financial advice to clients and support business growth.
- Company: Join a dynamic Partner Practice of St. James's Place Wealth Management in Newcastle.
- Benefits: Competitive salary, bonus scheme, mentorship, and support for career progression.
- Other info: Flexible paths to self-employment and ownership within a supportive environment.
- Why this job: Be part of a successful team with immediate client opportunities and earning potential.
- Qualifications: Experience in financial advising and a passion for building client relationships.
The predicted salary is between 49500 - 60500 £ per year.
Partner Practice of St. James's Place Wealth Management, based out of Newcastle. This is a business with hyper-ambitious growth plans, already advising ~1000 clients, with a very strong, proven growth strategy in place. Dynamic culture, tight-knit team looking to take on an ambitious and experienced adviser. You could be part of the succession plan for this business.
Main Purpose of Job
To provide high-quality holistic financial advice to both existing and new clients, supporting the growth of the business. You could walk in with over 100 clients to begin servicing. Become part of a successful, well-established practice, receive first-class mentorship, accelerate your professional development, and enjoy the rewards of a highly attractive earning opportunity.
Self-Employed Financial Adviser
For those who want the rewards of running their own business, without starting from scratch.
- Opportunity to begin with over 100 clients
- 70% Initial Advice Fees (self-generated business)
- 70% Ongoing Advice Fees (self-generated business)
- 50/50 Split for initial/ongoing fees (existing clients)
- Opportunity to buy into the practice
- Retainer / Financial Underpin (subject to individual)
- Dedicated back-office, paraplanning and marketing support
This route provides immediate earnings, fair share of fees & support with a directly supported route to ownership.
Employed Financial Adviser
For those who would work better with financial security, with the opportunity to progress into self-employment in the future.
- Negotiable salary, up to £50,000 (depending on experience)
- Competitive Bonus Scheme
- Dedicated back-office, paraplanning and marketing support
- Clear route to being on the self-employed model
How will we support you?
- Existing client servicing opportunities with both private and corporate clients
- First class mentors at your side, in the office with you
- Specialist Advice and Technical support
- On-site Admin/Paraplanning Support
- Cutting-edge Technology, giving you more time doing what you love
- Highly competitive earning potential
- The St. James’s Place Advice Guarantee*
We’re keen to speak with experienced Financial Advisers who thrive on building long-term client relationships and delivering holistic financial planning. Whether you’re well established or looking for a role that will nurture you, and accelerate you in your career, we’d love to have a confidential discussion.
Financial Advisor in Newcastle upon Tyne employer: St. James's Place
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