Financial Planner

JR United Kingdom; Newcastle upon Tyne; On-site; GBP 80,000 - 120,000; Full time

Job summary

Join a leading Wealth Management company as a Financial Planner in Newcastle. Benefit from competitive compensation, excellent perks, and robust support for professional development. This role requires experienced financial advice professionals eager to work with high-net-worth clients and contribute to ongoing client growth.

Benefits

Enhanced Pension

Private Medical Insurance (PMI)

Career Progression Opportunities

Full Paraplanning Support

Qualifications

• Minimum 3+ years of advice experience required.
• Track record advising high net worth clients.
• Enroute to achieving Chartered status.

Responsibilities

• Advise high net worth clients and provide personalized financial solutions.
• Support business development to expand client base.
• Receive paraplanning and administrative support.

Skills

Client Relationship Management

Financial Advising

Business Development

Education

Chartered Financial Planner (in progress)

Job description

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Financial Planner, newcastle-upon-tyne, tyne and wear

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Client:

Location:

newcastle-upon-tyne, tyne and wear, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Salary: Highly Competitive

Reference: 9573

Recruit UK has an exciting opportunity with a highly respected Wealth Management company looking for a Financial Planner to join their team in Leeds.

Drawing on their impressive history, this company has embraced a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market.

They will provide you with HNW client leads and will support you with business development to help you expand your client base. You will also receive full paraplanning and administrative support.

What’s in it for you?

• Highly Competitive Salary OTE £100k+
• Excellent benefits – Enhanced Pension, PMI, Protection
• Full Paraplanning and Administration support
• Support with professional development
• Clear routes to progress internally

What they are looking for:

• 3+ years of advice experience
• Enroute to Chartered
• Track record advising HNW clients

Get in touch or apply online to find out more!