Independent Financial Adviser IFA

3 weeks ago


Newcastle upon Tyne, United Kingdom Eden Rose Full time

Financial Adviser / IFA Salary: Up to £75,000 (depending on experience and qualifications)Location: Newcastle upon Tyne Job Type: Full-time, Employed, Hybrid Are you a qualified Financial Adviser looking to join a respected national firm with a strong support structure and a client-first approach? We’re working with a leading UK-wide financial planning company with multiple offices, currently seeking a Financial Adviser to join their Newcastle team.The Opportunity:You’ll be delivering holistic financial planning to both new and existing clients, offering tailored solutions that align with their goals. With access to a strong client base, paraplanning and admin support, and a collaborative team environment, this is a fantastic opportunity for an adviser who wants to focus on quality advice and long-term relationships.Key Responsibilities:Conduct comprehensive fact-finding and risk profilingDeliver personalised financial planning across pensions, investments, tax, and protectionManage and review client relationships in line with service standardsGenerate new business opportunities and support firm-wide growthCollaborate with paraplanners, administrators, and compliance teamsMaintain accurate, compliant clie...



  • Newcastle-under-Lyme, United Kingdom Eden Rose Full time

    Independent Financial Adviser - Stoke-On-Trent - Up to £65,000We are working with a well-established and IFA with a loyal and local client base looking for a new adviser to join their team. They have grown well over the last 2/3 years and have a strong presence across social media as well as networking events.In this role there are circa 100 clients to be...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom RecruitUK Full time £35,000 - £40,000 per year

    Job Description Job Title: Independent Financial AdviserIndustry: Financial ServicesLocation: Newcastle-Upon-TyneSalary: £35,000 - £40,000Job ref: 14254Job Description:Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become...

  • IFA administrator

    7 days ago


    Newcastle-under-Lyme, United Kingdom DS FINANCIAL MANAGEMENT LIMITED Full time

    Role Description This is a full-time, on-site role for an IFA (Independent Financial Adviser) Administrator based in Newcastle-Under-Lyme. The IFA Administrator will support financial advisers by managing client communications, preparing financial documentation, processing applications, and providing administrative assistance for investments, pensions, and...


  • Kingston upon Hull, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Hull** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to...


  • Newcastle upon Tyne, United Kingdom Heat Recruitment Full time

    LocationNewcastle Salary £36000 - £40000 TypePermanent WorkplaceRemote Ref87611 Recruiter Managing This Role Trainee Financial Adviser Newcastle/North-East/Remote up to £40k This is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an...


  • Newcastle upon Tyne, United Kingdom Idex Full time

    IDEX Consulting have been engaged on behalf or a leading Northern-focused Wealth Management and Professional Services brand, to lead the search for an experienced Independent Financial Adviser to join their team, covering the Newcastle region. Our client has a highly-reputable Advisory and Professional Services brand in the region; with a long-standing...


  • Newcastle upon Tyne, United Kingdom Reeves Independent Full time

    Want to get some first-hand experience at an award winning financial firm? Ready to kick start your career and earn a competitive graduate wage whilst gaining an apprenticeship qualification in Level 4 Diploma in Regulated Financial Planning? **About Reeves** Reeves Independent are a specialist firm of Independent Financial Advisers who help our clients to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time £20,000 - £40,000 per year

    Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwideAre you exploring your next career move and looking for a role where you can make a meaningful impact?Do you:Enjoy helping others?Have a strong network of personal and professional connections?Aspire to build a fulfilling career with...

  • Ifa Administrator

    3 days ago


    Newcastle upon Tyne, United Kingdom Reeves Independent Full time

    **About Reeves** Reeves Independent are a specialist firm of Independent Financial Advisers who help our clients to build financial security. We are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our...

  • IFA Administrator

    6 days ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Bond Recruitment Full time £25,000 - £35,000 per year

    Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Newcastle Upon Tyne offices.The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects...