Financial Advisor

Reed; Newcastle upon Tyne; Hybrid; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Bonus scheme

Work from home

Free on-site parking

Job summary

Reed in Newcastle is seeking a talented Financial Advisor to join an award-winning Financial Advice and Wealth Management firm in Newcastle. You will assess clients' goals, develop financial plans and provide tailored investment and retirement guidance.

This role offers a competitive salary with a bonus scheme, work-from-home flexibility with occasional office travel, and on-site parking. DipFA Level 4 is required; CAS status is preferred with client support available; strong communication is

Qualifications

• Proven experience as a Financial Planner or similar role.
• Strong knowledge of financial products and services.
• DipFA Level 4.
• Ideally have CAS status, but the client will support you to achieve this if not.
• Excellent communication and interpersonal skills.

Responsibilities

• Assess clients' financial goals and objectives to develop personalised financial plans.
• Provide recommendations on investment strategies and products tailored to client needs.
• Assist clients with retirement planning, estate planning, and tax planning.
• Monitor clients' portfolios and make necessary adjustments based on market trends and client goals.
• Stay up to date with financial market trends and developments.
• Build and maintain strong, lasting relationships with clients to ensure their financial success.

Skills

Financial planning

Client relationships

Investment knowledge

Communication

Education

DipFA Level 4

CAS status (preferred)

Job description

We are currently recruiting for an award winning and well-respected Financial Advice and Wealth Management firm in Newcastle.

They are currently seeking a talented and motivated Financial Advisor to join their dynamic team

On offer?

• Competitive Salary and Bonus Scheme: Offer a competitive salary package along with an attractive bonus scheme to reward your hard work and dedication.
• Work from Home: Enjoy the flexibility of working from home, with occasional office travel, allowing you to balance your professional and personal life effectively.
• Free On-Site Parking: Benefit from free parking on-site, making your commute hassle-free.

Key Responsibilities:

• Assess clients' financial goals and objectives to develop personalised financial plans.
• Provide recommendations on investment strategies and products tailored to client needs.
• Assist clients with retirement planning, estate planning, and tax planning.
• Monitor clients' portfolios and make necessary adjustments based on market trends and client goals.
• Stay up to date with financial market trends and developments.
• Build and maintain strong, lasting relationships with clients to ensure their financial success.

Qualifications:

• Proven experience as a Financial Planner or similar role.
• Strong knowledge of financial products and services.
• DipFA Level 4
• Ideally have CAS status, but the client will support you to achieve this if not
• Excellent communication and interpersonal skills.

If you are passionate about helping clients achieve their financial goals and are looking for a rewarding career with a reputable company, we would love to hear from you.