Job Description
Location: Newcastle
Salary: £36,000 - £40,000
Type: Permanent, Remote
Reference: 87611
This is an opportunity for a Diploma Qualified individual with experience in paraplanning and back office administration to transition into an adviser role within 6 months, with support from an IFA. The candidate should have a good industry background and a desire to build a client bank.
What's on offer?
* Additional adviser bonus scheme
* 25 days holiday + 8 bank holidays
* 5% company pension contribution
* Flexible medical package
* Monthly bonus payments based on 3X salary validation
The role involves joining an existing team of advisers to provide excellent financial advice to clients within a specific region. The incoming adviser will be given clients to service and will be expected to grow the client base.
Applicants should have a Level 4 qualification and minimum paraplanning experience.
Principal Responsibilities
* Providing first-class advice on wealth management, including pensions, investments, tax planning, savings, and protection products.
* Collaborating with the paraplanning and administration team to deliver timely reports and excellent customer service.
* Growing the client bank by bringing in additional assets where possible.
* Learning and developing with the business as it expands.
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