Financial Advisor

Reed; North East; Hybrid; GBP 30,000 - 55,000; Full time

Job summary

An award-winning Financial Advice and Wealth Management firm in Newcastle is seeking a talented Financial Advisor. This role offers competitive salary, bonus incentives, and the flexibility of working from home, allowing you to better balance professional obligations with personal life. Responsibilities include developing financial plans, providing investment recommendations, and maintaining strong client relationships.

Benefits

Competitive Salary and Bonus Scheme

Work from Home flexibility

Free On-Site Parking

Qualifications

• Proven experience as a Financial Planner or similar role.
• Strong knowledge of financial products and services.
• Ideally have CAS status, support available to achieve this.

Responsibilities

• Assess clients' financial goals and develop personalised financial plans.
• Provide recommendations on investment strategies and products.
• Build and maintain strong relationships with clients.

Skills

Communication

Interpersonal Skills

Investment Strategies

Financial Market Trends

Education

DipFA Level 4

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.