Financial Adviser - Leads Provided, Inherited Client Bank

Gameplan Wealth; Newcastle upon Tyne; On-site; GBP 40,000 - 66,000; Full time

Benefits offered by this job

Paraplanning support

Compliance support

Call centre support

Existing client bank

Job summary

Gameplan Wealth in Newcastle upon Tyne and Edinburgh seeks an Employed Financial Adviser. Level 4 qualified, CAS preferred, with guaranteed new appointments from our call centre and an existing client bank of business owners.

You will deliver expert financial planning, pensions, protection, and investment advice, working with paraplanning and compliance to stay FCA-compliant. A competitive base salary plus bonus and full back-office support are offered.

Qualifications

• Level 4 Diploma in Regulated Financial Planning required.
• CAS status preferred, sign-off support available.
• Strong pensions and protection knowledge essential.

Responsibilities

• Advising entrepreneurs and SME directors on pensions and protection.
• Managing new qualified leads and an existing client bank.
• Providing specialist advice on SIPPs, shareholder protection and retirement planning.
• Collaborating with paraplanning and compliance teams to ensure FCA-compliant service.

Skills

Confident communicator

Client relationship management

Proactive and resilient

Thrives in fast-growing environment

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)

Job description

Gameplan Wealth in Newcastle upon Tyne and Edinburgh seeks an Employed Financial Adviser. Level 4 qualified, CAS preferred, with guaranteed new appointments from our call centre and an existing client bank of business owners.

You will deliver expert financial planning, pensions, protection, and investment advice, working with paraplanning and compliance to stay FCA-compliant. A competitive base salary plus bonus and full back-office support are offered.