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Financial advisor

Newcastle Upon Tyne (Tyne and Wear)
H J Wealth Management
Financial advisor
£75,000 a year
Posted: 1 October
Offer description

Job Title: Financial Advisor - Director Opportunity

Location: Newcastle (In-person)

We are a well-established independent financial planning firm based in Newcastle, seeking to expand our team with a new Financial Advisor. This role offers significant growth potential, including the opportunity to progress to Director status.

About the Role:

We are looking for a motivated and professional Financial Advisor who will take on a portfolio of existing clients and contribute to expanding our client base. This is an excellent opportunity for a Level 4 Diploma-qualified individual, experienced IFA. However, Chartered advisers would be preferred.In this role, you will manage both new enquiries and existing clients. Our core business revolves around Investments, Pensions & High to Ultra High Net Wealth clients.

Key Benefits:

* Attractive salary and benefits package.
* Excellent fee split for advisors.
* Full paraplanning and administrative support.

Who We're Looking For:

* Previous experience in an IFA.
* Must hold a Level 4 Diploma or equivalent financial qualification or higher.
* Experience with high-net-worth clients.
* A strong understanding of pensions and investment products.
* High earning potential for the right candidate.

Additional Information:

* This is a full-time, in-person role.
* Salary: DOE
* Monday to Friday work schedule.
* Experience: 5+ Years preferred.

Job Type: Full-time

Pay: From £75,000.00 per year

Work Location: In person

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