Financial Advisor

BMC Recruitment Group; Newcastle upon Tyne; Hybrid; GBP 32,000 - 50,000; Full time

Benefits offered by this job

Bonus scheme

Exam sponsorship

Career development

Pension

Job summary

BMC Recruitment Group are recruiting for a Financial Adviser to join our client, an award-winning group of financial services and technology companies based in Newburn, Newcastle upon Tyne. This is an employed position with strong progression prospects.

The role offers a quality bonus package, sponsorship toward industry qualifications, full training, and a clear development pathway within wealth management. Remote working with a monthly office visit and travel covered, Monday–Friday hours.

Qualifications

• Diploma Level 4 qualified (CII or LIBF).
• Ideally 3–5 years’ experience in financial advice.
• CAS status preferred but full support provided to obtain CAS within 3 months.
• Strong communication skills with the ability to build rapport quickly.
• Capable of managing a busy diary with internal appointment flow.
• Passionate about providing high‑quality, compliant financial advice.

Responsibilities

• Conduct detailed client consultations to understand financial goals, circumstances, and long‑term objectives.
• Build and maintain strong client relationships, providing ongoing support and tailored advice across pensions, investments, insurance, and estate planning.
• Create comprehensive financial plans, analyse client financial positions, and deliver clear, suitable recommendations.
• Monitor market movements and adjust client strategies as required, conducting regular portfolio reviews.
• Ensure all advice meets regulatory standards and internal compliance requirements, maintaining accurate records throughout.
• Prepare and present reports outlining financial plans, performance, and recommendations.
• Identify opportunities to grow new business and support client acquisition.
• Engage in networking and work with internal teams to support wider business‑development initiatives.

Skills

Strong communication skills

Diary management

Client relationship building

Education

Diploma Level 4 qualified (CII or LIBF)

Job description

BMC Recruitment Group are currently recruiting for a Financial Adviser to join our client, an award‑winning group of financial services and technology companies based in Newburn, Newcastle upon Tyne. This is an Employed position.

The company is committed to professional growth and offers full support in achieving industry‑recognised qualifications. This includes sponsorship towards further adviser exams and access to comprehensive training resources. For those aiming to progress their career, there is a clearly structured pathway within the wider wealth‑management division, providing full support to develop into more advanced advisory positions as your experience grows.

About the Role

• Salary: Up to £50,000 depending on experience (£32,000 to £50,000)
• Bonus Scheme: Quality bonus up to £14,400 per annum, New‑business bonus, quarterly team bonus.
• Working Model: Fully remote, with one office visit per month (all travel & hotel covered)
• Working Hours: Monday to Friday, 8:30am–5:30pm
• Benefits: Free on‑site parking on office days, 33 days holiday (increasing with service), enhanced pension contributions, career development pathway, company events throughout the year
• Support: Full paraplanning and administration support provided

Duties / Responsibilities

• Conduct detailed client consultations to understand financial goals, circumstances, and long‑term objectives.
• Build and maintain strong client relationships, providing ongoing support and tailored advice across pensions, investments, insurance, and estate planning.
• Create comprehensive financial plans, analyse client financial positions, and deliver clear, suitable recommendations.
• Monitor market movements and adjust client strategies as required, conducting regular portfolio reviews.
• Ensure all advice meets regulatory standards and internal compliance requirements, maintaining accurate records throughout.
• Prepare and present reports outlining financial plans, performance, and recommendations.
• Identify opportunities to grow new business and support client acquisition.
• Engage in networking and work with internal teams to support wider business‑development initiatives.

About You

• Diploma Level 4 qualified (CII or LIBF).
• Ideally 3–5 years’ experience in financial advice.
• CAS status preferred but full support provided to obtain CAS within 3 months.
• Strong communication skills with the ability to build rapport quickly.
• Capable of managing a busy diary with internal appointment flow.
• Passionate about providing high‑quality, compliant financial advice.

Training & Development

• Full training and support through the company’s internal development academy.
• Clear progression path for advisers seeking senior advisory or specialist positions.
• Ongoing study support for additional industry qualifications.