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Financial Advisor, 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:
4
Posted:
04.06.2025
Expiry Date:
19.07.2025
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Job Description:
After continued growth over the past 2 to 3 years, a well-respected financial adviser firm in central Glasgow is seeking a new IFA to join their growing team. The business has experienced significant success with increasing new business and existing client inquiries, prompting the directors to expand their team. They are truly ethical advisers who pride themselves on going the extra mile.
The successful candidate will be provided with a full client base, administrative and paraplanner support.
You will have the flexibility to manage your own diary to suit your clients and work environment.
The complexity of cases will depend on experience, whether dealing with renewals or developing a client base. They seek someone who fits within their company culture, making this a rare external recruitment opportunity.
This is an exciting time to join as the firm has experienced rapid growth, and new team members can influence the business's direction.
To be considered, you must be Diploma 4 qualified with CAS status, have a proven track record in relationship management, ideally with whole-of-market financial advice or provider experience, and prioritize client retention. You should be passionate, independent, highly committed, and willing to go the extra mile.
In return, you will have the opportunity to join a dynamic team during a pivotal growth phase, where work/life balance is valued.
This position is currently moving to interview stage. To express interest, please submit your details promptly to discuss further with Alison Curran before submitting your application.
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