Location: Newcastle & surrounding areas
Position: Employed Independent Financial Adviser
Type: Full-time, employed
Overview
An established and growing wealth management firm is seeking an experienced Independent Financial Adviser to support continued regional growth. This is an opportunity to join a values-led business with a strong reputation for high-quality, compliant, client-focused advice.
Key Responsibilities
* Provide holistic, independent financial advice aligned to client goals and regulatory standards
* Build and maintain long-term client relationships based on trust and professionalism
* Deliver advice across areas such as retirement planning, investments, protection, and estate planning
* Operate within FCA regulatory requirements and internal compliance frameworks
* Contribute positively to the firm’s culture, values, and long-term growth strategy
Candidate Requirements
* QCF Level 4 qualified (minimum)
* Proven experience as an Independent Financial Adviser
* Strong compliance history and client-centric approach
* Professional, ethical, and values-driven
* Ability to operate autonomously while contributing to a collaborative environment
Desirable Attributes
* Established client relationships or demonstrable track record of advice delivery
* Strong local market knowledge within the North of England
* Long-term career mindset aligned with firm growth
What’s on Offer
* Employed position within a stable, growing firm
* High-quality support infrastructure
* Long-term career opportunity with scope for progression
* Competitive remuneration aligned to experience and performance