Financial Adviser Job in NE1, Newcastle upon Tyne, Tyne & Wear

Financial Adviser Job in NE1, Newcastle upon Tyne, Tyne & Wear. Apply for the latest NE1, Newcastle upon Tyne, Tyne & Wear jobs in Accounting/Financial/Insurance.

Financial Adviser Job in NE1, Newcastle upon Tyne, Tyne & Wear

Job Description
The opportunity for an experienced Financial Planner to join a highly-reputable financial planning firm in Newcastle.

The role is employed and will involve the servicing of an existing client bank covering the north east of England.

Principal Accountabilities / Main Responsibilities

* Providing independent strategic financial planning advice and support to clients

* Conducting annual suitability assessments

* Preparing and communicating clearly defined financial plans and recommendations in-line with client’s goals and circumstances and ensuring they remain on track

* Continuous development of a client bank including managing and cultivating existing client relationships and generating and identifying opportunities to provide services to new and existing clients

What's on offer?

* highly-competitive salary (DOE)

* Profit related pay

* company pension scheme

* free parking onsite

* study support

To apply for the role you will have the required level 4 qualification and experience of providing holistic financial advice to high-net-worth clients.
What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager, IFA, Financial Advice, Financial Planning, Paraplanner

Job Type: Permanent, Full Time
Location: NE1, Newcastle upon Tyne, Tyne & Wear
Category: Accounting/Financial/Insurance
City: Newcastle upon Tyne
County: Tyne & Wear
Country: United Kingdom
Salary: £60000 – £80000/annum
Benefits: