Hybrid Financial Planner ‑Net‑Worth Wealth Strategy
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-02-17
Listing for:
JJ SEARCH LIMITED
Full Time
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Location: Newcastle upon Tyne
An investment management firm based in Newcastle upon Tyne is seeking a Financial Planner to manage high net worth clients. The role requires preparing wealth planning recommendations, nurturing client relationships, and conducting cash flow analyses. With a minimum of 5 years of relevant experience and a Level 4 Financial Planning Diploma, the ideal candidate will excel in a collaborative environment with strong technical knowledge.
This position offers a mix of office-based and client-facing work.
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