Financial Advisor

Location: Newcastle Upon Tyne

We are currently recruiting for an award winning and well-respected Financial Advice and Wealth Management firm in Newcastle. They are currently seeking a talented and motivated Financial Advisor to join their dynamic team On offer? Competitive Salary and Bonus Scheme:
Offer a competitive salary package along with an attractive bonus scheme to reward your hard work and dedication. Work from Home:
Enjoy the flexibility of working from home, with occasional office travel, allowing you to balance your professional and personal life effectively. Free On-Site Parking:
Benefit from free parking on-site, making your commute hassle-free.

Key Responsibilities:

Assess clients’ financial goals and objectives to develop personalised financial plans. Provide recommendations on investment strategies and products tailored to client needs. Assist clients with retirement planning, estate planning, and tax planning. Monitor clients’ portfolios and make necessary adjustments based on market trends and client goals. Stay up to date with financial market trends and developments. Build and maintain strong, lasting relationships with clients to ensure their financial success.

Qualifications:

Proven experience as a Financial Planner or similar role. Strong knowledge of financial products and services. DipFA Level 4 Ideally have CAS status, but the client will support you to achieve this if not Excellent communication and interpersonal skills. If you are passionate about helping clients achieve their financial goals and are looking for a rewarding career with a reputable company, we would love to hear from you.