Ambitious Financial Advisor: Immediate Clients & Growth

St. James's Place; Newcastle upon Tyne; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Back-office support

Mentorship program

Ownership pathway

Job summary

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.

Qualifications

• Experience as a financial adviser delivering holistic financial planning.
• Ability to manage over 100 clients starting.
• Strong client relationship and communication skills.

Responsibilities

• Provide holistic financial advice to existing and new clients.
• Develop long-term client relationships and growth.
• Utilize back-office, paraplanning and marketing support.
• Progress along route to self-employment as appropriate.

Job description

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.