Come in and pick up a book of clients from a retiring advisor in a great Newcastle officeProvide holistic financial planning advice to new and existing clientsCome in and grow this book to cover the North East region
Key Responsibilities
Conduct client fact-finds to understand financial circumstances, goals, and risk profileReview existing arrangements and recommend suitable solutionsClearly explain recommendations, including risks and benefitsPrepare suitability reports using standard templates
Client Management
Deliver a high-quality client experience throughout the lifecycleConduct regular reviews and maintain long-term relationshipsComplete compliant annual reviews and maintain accurate records
Business Development
Meet targets for new business and service KPIsGenerate and convert new client opportunitiesSupport promotion of central investment propositionsWork with internal teams (e.g. paraplanners, admin, compliance)Maintain accurate and compliant client documentation
Compliance & Standards
Adhere to all relevant regulatory requirements (e.g. FCA rules)Maintain up-to-date knowledge of regulations and market trendsHold and maintain appropriate professional accreditation (e.g. SPS)
Requirements
Qualifications
Level 4 Diploma in Financial Planning (or equivalent)Competent Adviser Status and current SPS
Experience & Knowledge
Broad knowledge of financial planning (investments, pensions, tax, protection)Experience delivering advice (including remote/virtual meetings)Familiarity with financial planning tools (e.g. cashflow modelling)Strong relationship management skills
Skills
Analytical and commercially awareStrong communication and report writingOrganised with high attention to detailSelf-motivated with a proactive mindsetComfortable using technology and systems
What we do
Bayford Hale is a specialist recruitment firm focused on placing talent across private banking, wealth management, and financial planning. They partner with clients and candidates to match skills, culture, and career goals, with an emphasis on building diverse and high-performing teams.
#J-18808-Ljbffr