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Senior Financial Advisor HNW Clients, AI

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: IDEX Consulting Ltd
Part Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
Position: Senior Financial Advisor - Flexible Hours, HNW Clients, AI Support
Location: Newcastle upon Tyne

A prominent financial services firm in England is looking for an experienced Financial Advisor to provide top-tier advice to established high-net-worth clients. The role offers flexibility in working arrangements and the opportunity to inherit a substantial client base. Candidates should ideally be level 6 qualified, with extensive knowledge across various financial products including investments and pensions. The position supports work-life balance while providing necessary admin and paraplanning resources.
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Position Requirements
10+ Years work experience
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