Job Role: Financial Planner
Location: Newcastle Under Lyme
Renumeration: Competitive Salary + Performance Based Bonus
Are you ready to take your financial planning career to the next level? We're working with an ambitious and growing wealth management business that puts both their clients and colleague's first. With a strong reputation for delivering trusted, forward-thinking advice, they're now looking for a new talented Financial Planner to join the team.
You will…
* Provide tailored, holistic financial planning to a diverse portfolio of clients
* Create and build lasting relationships founded on trust, transparency, and genuine results
* Work closely with a collaborative and supportive team who share knowledge and expertise
* Stay ahead of market developments to deliver smart, future-focused solutions
* Act with integrity and professionalism to create the best outcomes for clients
What we're looking for…
* Diploma (Level 4) qualified (must) working towards Chartered status (desirable)
* Proven experience giving financial advice with a client-first approach
* Strong relationship builder with commercial awareness
* Motivated, organised, and able to thrive in a supportive team environment
What's in it for you…
* Full Paraplanning and Administrative support
* Company pension scheme with employer contributions
* 25 days holiday plus bank holidays, with the option to buy additional leave
* Flexible working options to suit your lifestyle
* Funded training and study support towards further qualifications
* A values-led culture where collaboration, integrity, and growth matter
If you want to be part of a firm where your expertise is valued and your career can flourish, we'd love to hear from you.
Apply today and let's start the conversation.