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- Annual Salary: To be discussed
- Location: Newcastle upon Tyne
- Job Type: Full-time
We are seeking a Financial Advisor to join a dynamic team. This role involves providing expert financial advice to centrally advised clients, helping them achieve their financial goals through tailored financial plans. The ideal candidate will be driven to achieve sales and quality targets while maintaining strong client relationships.
Day-to-day of the role:- Assess clients’ financial goals and objectives to develop personalized financial plans.
- Provide recommendations on investment strategies and products tailored to client needs.
- Assist clients with retirement planning, estate planning, and tax planning.
- Monitor clients’ portfolios and make necessary adjustments based on market trends and client goals.
- Stay up-to-date with financial market trends and developments.
- Build and maintain strong, lasting relationships with clients to ensure their financial success.
- Strong communication skills, both verbal and written.
- DipFA Level 4 or part qualified.
- Proven experience in financial planning and advising.
- Ability to analyse financial information and propose effective solutions.
- Commitment to ongoing professional development in the wealth management sector.
- Competitive company pension contribution, increasing with length of service.
- Free on-site parking.
- 33 days annual leave, including Bank Holidays, increasing with length of service.
- Enhanced maternity, paternity, and adoption leave.
- Access career development within the wealth management sector.
- Company and team events.
- Refer a Friend Award.
