Independent Financial Adviser — Flexible, High-Value Clients

RecruitUK; Newcastle upon Tyne; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Competitive salary up to £40k

Excellent bonuses and benefits

Flex working - office/home based

Full exam training towards level 6 Chartered status

Dedicated team support

Job summary

A well-established UK independent financial advice firm in Newcastle-Upon-Tyne is seeking an Independent Financial Adviser. The role offers a competitive salary up to £40k with excellent bonuses and benefits. You'll manage a client bank and provide financial planning advice while working towards level 6 Chartered status. This position allows for flexible working arrangements and involves collaborating with a skilled team to deliver high-quality financial advice for High Net Worth clients.

Qualifications

• Must hold a Level 4 diploma or equivalent qualification.
• Strong ability to work under pressure and meet deadlines.
• Excellent communication skills in advising and explaining financial strategies.

Responsibilities

• Deliver financial planning and wealth management advice.
• Manage and develop existing client bank.
• Collaborate with paraplanning team to ensure high-quality advice.

Skills

Diploma (Dip PFS) or equivalent

Ability to work under pressure

Effective communication of financial strategies

Education

Level 4 diploma in financial advice

Job description

A well-established UK independent financial advice firm in Newcastle-Upon-Tyne is seeking an Independent Financial Adviser. The role offers a competitive salary up to £40k with excellent bonuses and benefits. You'll manage a client bank and provide financial planning advice while working towards level 6 Chartered status. This position allows for flexible working arrangements and involves collaborating with a skilled team to deliver high-quality financial advice for High Net Worth clients.