Financial Advisor

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

Partner Practice of St. James's Place Wealth Management, based out of Newcastle.

This is a business with hyper-ambitious growth plans, already advising ~1000 clients, with a very strong, proven growth strategy in place. Dynamic culture, tight-knit team looking to take on an ambitious and experienced adviser. You could be part of the succession plan for this business.

Main Purpose of Job

To provide high-quality holistic financial advice to both existing and new clients, supporting the growth of the business. You could walk in with over 100 clients to begin servicing.

Become part of a successful, well-established practice, receive first-class mentorship, accelerate your professional development, and enjoy the rewards of a highly attractive earning opportunity.

Self-Employed Financial Adviser

For those who want the rewards of running their own business, without starting from scratch.

Package overview:

• Opportunity to begin with over 100 clients
• 70% Initial Advice Fees (self-generated business)
• 70% Ongoing Advice Fees (self-generated business)
• 50/50 Split for initial/ongoing fees (existing clients)
• Opportunity to buy into the practice
• Retainer / Financial Underpin (subject to individual)
• Dedicated back-office, paraplanning and marketing support

This route provides immediate earnings, fair share of fees & support with a directly supported route to ownership.

Employed Financial Adviser

For those who would work better with financial security, with the opportunity to progress into self-employment in the future.

Package overview:

• Negotiable salary, up to £50,000 (depending on experience)
• Competitive Bonus Scheme
• Dedicated back-office, paraplanning and marketing support
• Clear route to being on the self-employed model

How will we support you?

• Existing client servicing opportunities with both private and corporate clients
• First class mentors at your side, in the office with you
• Specialist Advice and Technical support
• On-site Admin/Paraplanning Support
• Cutting-edge Technology, giving you more time doing what you love
• Highly competitive earning potential
• The St. James’s Place Advice Guarantee*

We’re keen to speak with experienced Financial Advisers who thrive on building long-term client relationships and delivering holistic financial planning. Whether you’re well established or looking for a role that will nurture you, and accelerate you in your career, we’d love to have a confidential discussion.

07443 207394

Disclaimer: The information contained in this advert applies exclusively to the vacancy being recruited for. As Partner Practices within the St. James's Place Partnership operate individually, arrangements and opportunities will vary between businesses.