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Hybrid Financial Adviser: Holistic Planning & Client

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: The Openwork Partnership
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Position: Hybrid Financial Adviser: Holistic Planning & Client Growth
Location: Newcastle upon Tyne

Concept Financial Services, part of The Openwork Partnership, is recruiting a servicing Financial Adviser to join their existing team and continue the first-class service they provide to clients.

This role offers a base salary with on-target earnings and a hybrid working arrangement, reflecting the collaborative environment and strong support structure within the Openwork network. You will manage client relationships, deliver holistic planning, and drive additional opportunities.

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