Employed Independent Financial Adviser
other jobs TEMPLEGATE RECRUITMENT
Added before 3 Days
- England,North East,Tyne and Wear,Gateshead
- Full Time, Permanent
- £55,000 - £100,000 per annum
Job Description:
Quick Question’s
*Are you an experienced financial advisor who is QCF Level 4 qualified?
*Are you able to demonstrate a strong track record of delivering client-focused, compliant, and values-driven advice?
*Are you looking for an IFA role local to Newcastle upon Tyne?
Benefits:
*Competitive salary
*Unlimited Holiday
*8% employer pension contribution + NI repayment
*10x salary death in service cover
*Private medical insurance & cash plan
About the Company:
A well-established and client-focused financial advisory firm is seeking talented individuals to join their growing team. The firm provides tailored wealth management and financial planning services, supporting clients in achieving their long-term financial goals. Known for its professional and collaborative culture, it offers opportunities for career development and exposure to a wide range of financial products and services.
Key Duties for this IFA role:
*Providing comprehensive financial advice to clients across pensions, investments, protection, and retirement planning.
*Conducting fact-finds and risk assessments to understand clients’ financial situations and objectives.
*Preparing and presenting financial plans, including recommendations and strategy reports.
Skills Required for this IFA Role:
Client-Focused Advice: Ability to deliver high-quality, compliant, and values-driven financial advice tailored to individual client needs.
Qualifications & Technical Knowledge: Minimum QCF Level 4 qualification, with strong knowledge across pensions, investments, protection, and retirement planning.
Experience & Track Record: Proven history of performing well in an advisory role, demonstrating professionalism, strong client outcomes, and commercial awareness.
Apply Today for This Employed IFA Role:
Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.
Note: Due to high application volume, individual feedback cannot be provided. If you haven’t heard from us within 7 days, please assume your application was unsuccessful.
*Are you an experienced financial advisor who is QCF Level 4 qualified?
*Are you able to demonstrate a strong track record of delivering client-focused, compliant, and values-driven advice?
*Are you looking for an IFA role local to Newcastle upon Tyne?
Benefits:
*Competitive salary
*Unlimited Holiday
*8% employer pension contribution + NI repayment
*10x salary death in service cover
*Private medical insurance & cash plan
About the Company:
A well-established and client-focused financial advisory firm is seeking talented individuals to join their growing team. The firm provides tailored wealth management and financial planning services, supporting clients in achieving their long-term financial goals. Known for its professional and collaborative culture, it offers opportunities for career development and exposure to a wide range of financial products and services.
Key Duties for this IFA role:
*Providing comprehensive financial advice to clients across pensions, investments, protection, and retirement planning.
*Conducting fact-finds and risk assessments to understand clients’ financial situations and objectives.
*Preparing and presenting financial plans, including recommendations and strategy reports.
Skills Required for this IFA Role:
Client-Focused Advice: Ability to deliver high-quality, compliant, and values-driven financial advice tailored to individual client needs.
Qualifications & Technical Knowledge: Minimum QCF Level 4 qualification, with strong knowledge across pensions, investments, protection, and retirement planning.
Experience & Track Record: Proven history of performing well in an advisory role, demonstrating professionalism, strong client outcomes, and commercial awareness.
Apply Today for This Employed IFA Role:
Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.
Note: Due to high application volume, individual feedback cannot be provided. If you haven’t heard from us within 7 days, please assume your application was unsuccessful.
Job number 3373265
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