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Client-Focused Financial Advisor; Takeover Portfolio

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Broughton Group
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Job Description & How to Apply Below
Position: Client-Focused Financial Advisor (Takeover Portfolio)
Location: Newcastle upon Tyne

Broughton Group is hiring a Financial Advisor in Fareham to service an existing client bank and ensure clients receive exceptional financial planning services. You will focus on maintaining ongoing client relationships and will also handle some leads generated through marketing efforts.

This position offers a great opportunity for those looking to grow within the financial advisory sector while focusing on client satisfaction and service continuity.

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