Full job descriptionWe 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.