Job Description
Quick Questions:
* Are you an experienced financial advisor who is QCF Level 4 qualified?
* Are you able to demonstrate a strong track record of delivering client-focused, compliant, and values-driven advice?
* Are you looking for an IFA role local to Newcastle upon Tyne?
Benefits:
* Competitive salary
* Unlimited Holiday
* 8% employer pension contribution + NI repayment
* 10x salary death in service cover
* Private medical insurance & cash plan
About the Company:A well-established and client-focused financial advisory firm is seeking talented individuals to join their growing team. The firm provides tailored wealth management and financial planning services, supporting clients in achieving their long-term financial goals. Known for its professional and collaborative culture, it offers opportunities for career development and exposure to a wide range of financial products and services.Key Duties for this IFA role:
* Providing comprehensive financial advice to clients across pensions, investments, protection, and retirement planning.
* Conducting fact-finds and risk assessments to understand clients financial situations and objectives.
* Preparing and presenting financial plans, including recommendations and strategy reports.
Skills Required for this IFA role:
* Client-Focused Advice: Ability to deliver high-quality, compliant, and values-driven financial advice tailored to individual client needs.
* Qualifications & Technical Knowledge: Minimum QCF Level 4 qualification, with strong knowledge across pensions, investments, protection, and retirement planning.
* Experience & Track Record: Proven history of performing well in an advisory role, demonstrating professionalism, strong client outcomes, and commercial awareness.
Apply Today for This Employed IFA Role:Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.Note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.
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