Job Title:
Employed Financial Adviser – Qualified Leads Provided
Location:
Newcastle Upon Tyne (office-based with some client travel)
About Us
Gameplan Wealth is a growing wealth management firm specialising in supporting
business owners and entrepreneurs
with their pensions, protection, and financial planning. Founded by former professional athletes and experienced financial experts, we're building a business designed for advisers who want to spend more time advising — not prospecting.
The Opportunity
We're offering a rare employed role for a
Level 4 qualified Financial Adviser
(ideally CAS). Unlike most positions, you won't be left to generate all your own clients:
* You'll have
qualified new appointments provided directly into your diary every week
by our call centre team.
* On top of that, you'll inherit a core client bank of business owners and entrepreneurs to manage and grow.
This is a chance to focus on what you do best: delivering expert financial advice and building strong client relationships.
What You'll Be Doing
* Advising
entrepreneurs and SME directors
on pensions, business protection, investments, and wider financial planning.
* Managing both
new qualified leads
and an
existing client bank
.
* Providing specialist advice in key areas such as shareholder protection, key person cover, relevant life policies, SIPPs, and retirement planning.
* Working closely with our paraplanning and compliance teams to deliver a high-quality, FCA-compliant service.
What We're Looking For
* Level 4 Diploma in Regulated Financial Planning
(DipPFS or equivalent).
* CAS status
preferred (support available for sign-off if needed).
* Solid technical knowledge of pensions and protection planning.
* Confident communicator who enjoys working with business owners.
* Positive, proactive, and able to thrive in a fast-growing environment.
What We Offer
* Competitive base salary + performance-related bonus.
* Fully qualified new appointments in your diary every week.
* An existing client bank to inherit and build upon.
* Full support: paraplanning, compliance, and call centre.
* An ambitious, collaborative culture with opportunities to grow.
Package:
Base salary + bonus + benefits (details discussed at interview).