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Financial Adviser


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Newton Aycliffe

Salary £40000 - £60000

Recruiter Managing This Role

Financial Adviser
Newton Aycliffe
Hybrid working
£40,000 – £60,000
Monday – Friday

Are you an experienced Financial Adviser who feels a fresh start may be the right thing for you right now?

Perhaps a new client bank to inherit and grow would give you a new lease of life?

This could be the role for you! With an opportunity to join an established financial services firm, working as a Financial Adviser with clients to work from day one!

This exciting opportunity is one for experience Financial Advisers, who are actively advising at present and have earned their CAS. This is needed to begin managing the client bank from the moment you join, which initially will be keeping things ticking over whilst you introduce yourself and develop an understanding of the clients. From there the organic growth of the book can improve your earnings and relationships even further.

You would join the existing team of Financial Advisers, working for a larger organisation that offers full admin and paraplanning support.

For this role, experience of Financially Advising with either Personal Injury / Court of Protection or heavily involved with solicitors is required.

Financial Adviser responsibilities:

  • Managing a book of 150+ clients, resulting in 350K+ annual revenue
  • Arranging and attending telephone, video and face-to-face meetings
  • Managing the client bank and creating opportunities to further develop into more return for the business and yourself
  • Long term there will still be a need to work on new business
  • Specialising in Personal Injury and Court of Protection
  • Regularly working with solicitors

This position will be hybrid working, requiring some time in their Newton Aycliffe office to ensure the relationship between advisers and paraplanners / admins remains strong.

If you are interested and feel you have the necessary experience, please reach out to Sam at Heat.


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