Financial Advisor: Personal Wealth & Retirement Planning

Bespoke Training Solutions; Newcastle upon Tyne; Hybrid; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Performance bonus £1,250 monthly (3‑mo

Company pension contribution

30 days annual leave

Free on-site parking

Rewards program

Team events and academy development

Job summary

True Potential is seeking a Financial Advisor to provide tailored financial guidance, helping centrally advised clients achieve their goals while meeting sales and quality targets.

You will assess client needs, build personalized plans, and recommend investments, retirement, estate and tax strategies. Expect a commission-style bonus, pension contributions, and a supportive academy culture as part of a collaborative team in Newcastle.

Qualifications

• Strong communication skills, both verbal and written.
• Background in financial planning and wealth management preferred.

Responsibilities

• Assess clients’ financial goals and objectives.
• Develop personalized financial plans based on clients’ needs.
• Provide recommendations on investment strategies and products.
• Assist clients with retirement planning, estate planning, and tax planning.
• Monitor clients’ portfolios and adjust strategies as needed.
• Keep up-to-date with financial market trends and developments.
• Build and maintain strong relationships with clients.

Skills

Strong communication

Financial planning background

Job description

True Potential is seeking a Financial Advisor to provide tailored financial guidance, helping centrally advised clients achieve their goals while meeting sales and quality targets.

You will assess client needs, build personalized plans, and recommend investments, retirement, estate and tax strategies. Expect a commission-style bonus, pension contributions, and a supportive academy culture as part of a collaborative team in Newcastle.