Location
Corbridge
Salary £40000 - £50000 TypePermanent WorkplaceOn-Site Ref88268
Employed Financial Advisor Newcastle Area
Are you an accomplished Financial Advisor seeking a stable, rewarding employed position within a dynamic financial planning firm? This is an exceptional opportunity for a client-focused professional to join a thriving practice, benefit from a robust infrastructure, and significantly contribute to client success.
Our reputable financial planning firm, located just outside of Newcastle, is expanding its team and actively seeking a highly skilled Employed Financial Advisor. We offer a supportive and growth-oriented environment where your expertise will be valued, and your career progression is prioritised. This is not just a job; it is a strategic move for professionals looking for security, strong remuneration, and a collaborative team culture.
What We Offer:
1. Competitive Remuneration: A strong basic salary up to £70,000, complemented by a transparent bonus structure that rewards performance and client retention.
2. Established Client Bank/Leads: Access to an existing client base and a steady stream of qualified leads, enabling you to hit the ground running and focus on advising.
3. Comprehensive Benefits Package: A full suite of benefits, including pension contributions, private medical insurance, and generous annual leave.
4. Structured Professional Development: A clear pathway for career advancement, with ongoing training, professional accreditation support, and mentorship opportunities.
5. Dedicated Support Team: Leverage the expertise of dedicated Paraplanners and Administrators, freeing you to concentrate on delivering high-value advice and client engagement.
6. Collaborative Environment: Work within a cohesive team of financial planning professionals, sharing insights and contributing to a collective vision.
7. State-of-the-Art Resources: Utilise leading-edge financial planning software and analytical tools to enhance your advisory capabilities.
Your Contribution:
8. Provide holistic and ethical financial advice to a diverse portfolio of clients, covering investments, pensions, protection, and intergenerational wealth transfer.
9. Conduct in-depth client fact-finds, analyse financial circumstances, and formulate personalised financial plans.
10. Maintain stringent adherence to all regulatory requirements and internal compliance protocols.
11. Build and maintain long-term, trust-based relationships with clients, acting as their primary point of contact for financial guidance.
12. Proactively identify and address client needs, ensuring ongoing suitability and exceptional service.
We are seeking individuals with:
13. Current Statement of Professional Standing (SPS) and relevant financial planning qualifications (e.g., Diploma in Financial Planning).
14. A demonstrable track record of success as a Financial Advisor within an employed capacity.
15. Proven ability to manage a client portfolio and provide comprehensive financial advice.
16. Strong analytical acumen and meticulous attention to detail in financial planning.
17. Exceptional communication, presentation, and relationship-building skills.
18. A professional, empathetic, and results-driven approach.
This is a significant opportunity for a committed Financial Advisor to secure a stable and prosperous future within a well-regarded firm. If you possess the expertise and dedication to deliver outstanding client outcomes, we encourage you to connect.