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Recruit UK | Certified B Corp™
newcastle upon tyne, england, United Kingdom
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Advisers who thrive off new client engagement and ca
Job Source: Recruit UK | Certified B Corp™Recruit UK
Newcastle Upon Tyne
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Advisers who thrive off new client engagement and can
Job Source: Recruit UKRecruit UK | Certified B Corp™
Newcastle upon Tyne
Job Description Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Advisers who thrive off new clie
Job Source: Recruit UK | Certified B Corp™BWD Search & Selection
Newcastle Upon Tyne
Are you an existing financial advisor considering a change? Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself? Here at BWD we are partnered with a business who can offer you just that. Our client is a leading player in their field with over 400 financ
Job Source: BWD Search & SelectionExchange Street Claims & Financial Services
Newcastle Upon Tyne
Frustrating isn’t it? All that hard work getting level 4 exams. The time, the cost, the missed social events. You took it to develop your career only to see your attempts at using it as an adviser stifled. Wouldn’t it be nice to find a company that can offer a structured career path? The support to match your ambitions. One that will fund exams.
Job Source: Exchange Street Claims & Financial ServicesEGRecruiting Ltd
Newcastle Upon Tyne
Candidate Requirements: A driven, motivated individual who is looking for a career change Someone willing to complete their R0 exams and achieve DipPFS Benefits: Pension and PMI Role: Are you keen to develop your career in Financial Services and become a Financial Adviser?Whether you are Diploma qualified, studying your R0’s, or looking for a caree
Job Source: EGRecruiting LtdVision-FS Recruitment
Sunderland
Financial Advisor / Independent Financial Advisor Location: Sunderland or Surrounding Area Nationwide Roles Minimum Requirements: Level 4 Diploma in Regulated Financial Planning Salary: OTE £100k-£150k Un-Capped Earnings Potential YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Fi
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Durham
Financial Advisor / Independent Financial Advisor Location: Durham or Surrounding Area Nationwide Roles Minimum Requirements: Level 4 Diploma in Regulated Financial Planning Salary: OTE £100k-£150k Un-Capped Earnings Potential YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financ
Job Source: Vision-FS RecruitmentNewcastle Upon Tyne
Financial Adviser
Newcastle
£45,000 - £60,000 + Bonus
Our Client is a highly successful and innovative IFA Practice who are based in the Newcastle region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing face to face advise to clients.
What's in it for you?
Great basic salary
Generous bonus structure
Full admin and paraplanning support
Clients provided
25 days annual leave & Bank Holidays
Additional day off for your birthday
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
Charity volunteer days
Excellent Training and Development
As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients , as well as servicing an existing client base.
Duties will include:
Speaking to clients in person, through video calls and telephone
Conduct thorough fact finds
Present financial options to clients
Work with the paraplanning and compliance teams
Conduct annual reviews
What we need from you:
Minimum 3 years of previous experience as a financial planner preferably from an independent setting
A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc
Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest
Excellent communication skills
Driving licence and own vehicle
* Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference *
If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR14813
Financial Adviser - Employed jobs in Newcastle Upon Tyne
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