Corbridge
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:
- Competitive Remuneration: A strong basic salary up to £70,000, complemented by a transparent bonus structure that rewards performance and client retention.
- 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.
- Comprehensive Benefits Package: A full suite of benefits, including pension contributions, private medical insurance, and generous annual leave.
- Structured Professional Development: A clear pathway for career advancement, with ongoing training, professional accreditation support, and mentorship opportunities.
- Dedicated Support Team: Leverage the expertise of dedicated Paraplanners and Administrators, freeing you to concentrate on delivering high-value advice and client engagement.
- Collaborative Environment: Work within a cohesive team of financial planning professionals, sharing insights and contributing to a collective vision.
- State-of-the-Art Resources: Utilise leading-edge financial planning software and analytical tools to enhance your advisory capabilities.
Your Contribution:
- Provide holistic and ethical financial advice to a diverse portfolio of clients, covering investments, pensions, protection, and intergenerational wealth transfer.
- Conduct in-depth client fact-finds, analyse financial circumstances, and formulate personalised financial plans.
- Maintain stringent adherence to all regulatory requirements and internal compliance protocols.
- Build and maintain long-term, trust-based relationships with clients, acting as their primary point of contact for financial guidance.
- Proactively identify and address client needs, ensuring ongoing suitability and exceptional service.
We are seeking individuals with:
- Current Statement of Professional Standing (SPS) and relevant financial planning qualifications (e.g., Diploma in Financial Planning).
- A demonstrable track record of success as a Financial Advisor within an employed capacity.
- Proven ability to manage a client portfolio and provide comprehensive financial advice.
- Strong analytical acumen and meticulous attention to detail in financial planning.
- Exceptional communication, presentation, and relationship-building skills.
- 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.