Newcastle upon Tyne
Financial Adviser / IFA
Salary: Up to £75,000 (depending on experience and qualifications)
Location: Newcastle (Hybrid working available)
Job Type: Full-time, Employed
Are you a qualified Financial Adviser looking to join a respected national firm with a strong support structure and a client-first approach? We’re working with a leading UK-wide financial planning company with multiple offices, currently seeking a Financial Adviser to join their Newcastle team.
The Opportunity:
You’ll be delivering holistic financial planning to both new and existing clients, offering tailored solutions that align with their goals. With access to a strong client base, paraplanning and admin support, and a collaborative team environment, this is a fantastic opportunity for an adviser who wants to focus on quality advice and long-term relationships.
Key Responsibilities:
- Conduct comprehensive fact-finding and risk profiling
- Deliver personalised financial planning across pensions, investments, tax, and protection
- Manage and review client relationships in line with service standards
- Generate new business opportunities and support firm-wide growth
- Collaborate with paraplanners, administrators, and compliance teams
- Maintain accurate, compliant client records and documentation
What We’re Looking For:
- Level 4 Diploma in Financial Planning (Chartered or working towards Level 6 preferred)
- CAS status and current SPS
- Minimum 2–3 years’ experience in a financial advice role
- Strong knowledge of pensions, investments, tax planning, and protection
- Excellent communication, relationship-building, and organisational skills
- Experience with Intelligent Office (IO) is desirable
What’s on Offer:
- Competitive salary up to £75,000
- Hybrid working flexibility
- 25 days holiday + bank holidays
- Pension scheme, life assurance, and other standard benefits
- Discretionary bonus and career development opportunities
- Supportive, collaborative team culture with national infrastructure
If you’re a motivated adviser looking to join a forward-thinking firm that values professionalism, client care, and long-term growth, we’d love to hear from you.