Financial Advisor

BMC Appointments Ltd; Alnwick; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player in Northumberland is seeking passionate individuals to join their team as Financial Planners. This role offers the chance to provide comprehensive financial advice and planning services to a diverse client base. Ideal candidates will have a strong foundation in financial planning and a commitment to building long-term client relationships. With a supportive and collaborative work environment, this position promises competitive compensation and performance-based bonuses. If you're eager to make a difference in the financial advisory sector, this opportunity is perfect for you.

Benefits

Pension Scheme

Performance-Based Bonuses

Collaborative Work Environment

Qualifications

• Proven experience as a Financial Planner or similar role.
• Strong knowledge of financial products and investment strategies.

Responsibilities

• Provide expert financial advice including investment and tax planning.
• Develop and maintain strong client relationships.

Skills

Financial Planning

Communication Skills

Analytical Skills

Problem-Solving

Education

Diploma in Financial Planning (DipPFS)

Job description

We are delighted to be working with a highly reputable financial advisory firm based in Northumberland, committed to delivering tailored financial solutions to a diverse client base.

The team is dedicated to providing exceptional service and building long-term client relationships, and is seeking like-minded individuals to join them on a permanent basis.

The successful candidate will provide comprehensive financial advice and planning services to clients across the region. This role is perfect for someone with a passion for financial planning; we are open to all levels of experience.

Key Responsibilities:

1. Provide expert financial advice to clients, including investment, retirement, and tax planning.
2. Develop and maintain strong client relationships.
3. Conduct detailed financial assessments and create personalised plans.
4. Stay up-to-date with industry regulations and changes.
5. Collaborate with colleagues to enhance client service and business growth.

Requirements:

1. Diploma in Financial Planning (DipPFS) or be studying towards.
2. Proven experience as a Financial Planner or similar role.
3. Strong knowledge of financial products, investment strategies, and regulations.
4. Excellent communication and interpersonal skills.
5. Strong analytical and problem-solving abilities.
6. Ability to work on-site full-time.

Competitive salary and performance-based bonuses. Supportive and collaborative work environment. Pension scheme and additional employee benefits.