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Financial Adviser - Employed

Job LocationNewcastle Upon Tyne
EducationNot Mentioned
Salary£45,000 - £60,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Financial Adviser Newcastle£45,000 - £60,000 + BonusOur Client is a highly successful and innovative IFA Practice who are based in the Newcastle region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoinggrowth are now looking to recruit an experienced Financial Adviser to join their team.This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing face to face advise to clients.Whats in it for you

  • Great basic salary
  • Generous bonus structure
  • Full admin and paraplanning support
  • Clients provided
  • 25 days annual leave & Bank Holidays
  • Additional day off for your birthday
  • Contributory pension scheme
  • Private Healthcare
  • Life assurance
  • Health insurance
  • Charity volunteer days
  • Excellent Training and Development
As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients , as well as servicing an existing client base.Duties will include:
  • Speaking to clients in person, through video calls and telephone
  • Conduct thorough fact finds
  • Present financial options to clients
  • Work with the paraplanning and compliance teams
  • Conduct annual reviews
What we need from you:
  • Minimum 3 years of previous experience as a financial planner preferably from an independent setting
  • A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc
  • Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest
  • Excellent communication skills
  • Driving licence and own vehicle
* Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference *If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR14813

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