Financial Adviser

Bespoke Training Solutions; Newcastle upon Tyne; Hybrid; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Performance bonus £1,250 monthly (3‑mo

Company pension contribution

30 days annual leave

Free on-site parking

Rewards program

Team events and academy development

Job summary

True Potential is seeking a Financial Advisor to provide tailored financial guidance, helping centrally advised clients achieve their goals while meeting sales and quality targets.

You will assess client needs, build personalized plans, and recommend investments, retirement, estate and tax strategies. Expect a commission-style bonus, pension contributions, and a supportive academy culture as part of a collaborative team in Newcastle.

Qualifications

• Strong communication skills, both verbal and written.
• Background in financial planning and wealth management preferred.

Responsibilities

• Assess clients’ financial goals and objectives.
• Develop personalized financial plans based on clients’ needs.
• Provide recommendations on investment strategies and products.
• Assist clients with retirement planning, estate planning, and tax planning.
• Monitor clients’ portfolios and adjust strategies as needed.
• Keep up-to-date with financial market trends and developments.
• Build and maintain strong relationships with clients.

Skills

Strong communication

Financial planning background

Job description

True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK’s Financial Advisors.

We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.

By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.

The role:

As a Financial Advisor, you will be responsible for providing financial advice and guidance to centrally advised clients and achieving sales and quality targets.

Duties and responsibilities:

• Assessing clients’ financial goals and objectives
• Developing personalized financial plans based on clients’ needs
• Providing recommendations on investment strategies and products
• Assisting clients with retirement planning, estate planning, and tax planning
• Monitoring clients’ portfolios and making adjustments as needed
• Keeping up-to-date with financial market trends and developments
• Building and maintaining strong relationships with clients
• Performance based bonus (£1,250 monthly, after 3 months qualifying period)
• Company/team events throughout the year
• Company pension contribution (increases with length of service)
• Free on-site parking
• 30 days annual leave, including Bank Holidays (increases with length of service)
• True Potential Rewards – Cashback on online purchases
• True Potential Academy – Allowing our employees to develop their career within the wealth management sector
• Refer a Friend Award

Ideal Candidate:

Desired skills/qualities:

• Strong communication skills, both verbal and written.
• If you are passionate about helping individuals achieve their financial goals and have a background in financial planning, we would love to hear from you.

Ability to commute/relocate.

• Newcastle upon Tyne: reliably commute or plan to relocate before starting work (required)