Financial Advisor
other jobs Reed
Added before 1 Days
- England,North East,County Durham
- Full Time, Permanent
- £35,000 per annum, inc benefits
Job Description:
Full job descriptionFinancial Adviser
Location: North East England
Salary: £35,000 basic + Bonus Scheme
Job Type: Full-time, Permanent
Take the Next Step in Your Financial Planning Career
Are you a newly qualified Financial Adviser looking to build your experience within a supportive and established financial planning environment? We are working with a well-respected wealth management firm in the North East that is seeking an ambitious Financial Adviser to join its growing team.
The Role
*Conduct detailed client fact-finds and financial reviews.
*Understand clients objectives and create tailored recommendations.
*Research and analyse suitable financial planning solutions.
*Prepare and present financial planning reports.
*Provide ongoing servicing and review meetings.
*Build relationships with professional introducers and networking contacts.
*Ensure all regulatory and compliance standards are maintained.
About You
*Level 4 Diploma in Financial Planning (or equivalent).
*Competent Adviser Status (CAS).
*Excellent communication and relationship-building skills.
*Strong client-focused approach.
*Strong organisation and attention to detail.
What is on Offer?
*£35,000 basic salary.
*Attractive bonus structure.
*Ongoing mentoring and support.
*Access to an established client base.
*Genuine career progression opportunities.
Apply Now
If you are a newly qualified Financial Adviser looking to accelerate your career with a growing and respected financial planning firm, apply today or contact Reed Financial Services on for a confidential discussion.
Location: North East England
Salary: £35,000 basic + Bonus Scheme
Job Type: Full-time, Permanent
Take the Next Step in Your Financial Planning Career
Are you a newly qualified Financial Adviser looking to build your experience within a supportive and established financial planning environment? We are working with a well-respected wealth management firm in the North East that is seeking an ambitious Financial Adviser to join its growing team.
The Role
*Conduct detailed client fact-finds and financial reviews.
*Understand clients objectives and create tailored recommendations.
*Research and analyse suitable financial planning solutions.
*Prepare and present financial planning reports.
*Provide ongoing servicing and review meetings.
*Build relationships with professional introducers and networking contacts.
*Ensure all regulatory and compliance standards are maintained.
About You
*Level 4 Diploma in Financial Planning (or equivalent).
*Competent Adviser Status (CAS).
*Excellent communication and relationship-building skills.
*Strong client-focused approach.
*Strong organisation and attention to detail.
What is on Offer?
*£35,000 basic salary.
*Attractive bonus structure.
*Ongoing mentoring and support.
*Access to an established client base.
*Genuine career progression opportunities.
Apply Now
If you are a newly qualified Financial Adviser looking to accelerate your career with a growing and respected financial planning firm, apply today or contact Reed Financial Services on for a confidential discussion.
Job number 4216410
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