Financial Advisor

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

Benefits offered by this job

Free on-site parking

33 days holiday

Enhanced pension contributions

Career development pathway

Company events

Job summary

BMC Recruitment Group is recruiting a Financial Adviser for our client, an award-winning group of financial services and technology companies based in Newburn, Newcastle upon Tyne. This employed role offers full training and a clear development pathway within wealth-management.

The position is fully remote with one monthly office visit; salary ranges from £32,000 to £50,000 plus a bonus scheme up to £14,400 per year. There is paraplanning support and a structured career progression.

Qualifications

• Diploma Level 4 with CII or LIBF certification.
• 3–5 years’ experience in financial advice.
• CAS status preferred with company support to obtain within 3 months.
• Strong communication and rapport-building abilities.
• Ability to manage a busy diary and appointment flow.

Responsibilities

• Conduct detailed client consultations to understand financial goals and circumstances.
• Provide tailored advice across pensions, investments, insurance, and estate planning.
• Create comprehensive financial plans and present recommendations.
• Monitor markets and conduct regular portfolio reviews.
• Ensure regulatory compliance and maintain accurate records.
• Prepare reports outlining plans, performance and recommendations.
• Identify opportunities to grow new business and support client acquisition.
• Collaborate with internal teams on business development.

Education

Diploma Level 4 (CII or LIBF)

Job description

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)
• Role Type: Full‑time, permanent
• 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.