Financial Planner

4 weeks ago

Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

Post Title: Financial Planner


About Lowes:

Lowes has been providing Independent Financial Advice for over 50 years, where our dedicated team implement our personal approach to financial planning, enabling us to help clients build, protect and pass on their wealth. Our team includes some of the first individuals in the UK to be accredited as Chartered Financial Planners, with many others following in their footsteps. We are proud to have amongst us some of the most highly qualified individuals in the country. We champion the development of our staff, funding a variety of qualifications and courses for staff members across the business.


We’re a close-knit family-run firm and we really recognise our people are the heartbeat of our success. A culture of teamwork, client centricity, ownership, innovation and respect is embedded at all levels, as we aim to leave a positive and lasting impact on the lives of our staff and clients alike.


In our latest 2023 client satisfaction survey, over 99% of clients surveyed rated Lowes’ staff friendliness as ‘good’ or very good’- which is a testament to the type of people we want to bring into the Lowes family. 


About Lowes Financial Planners:

We are excited to welcome a Financial Planner to our team as we continue to expand. Our Financial Planners are central to our commitment to delivering exceptional care and ensuring complete peace of mind for our clients. Our Advisers focus on what matters most to individuals regarding their finances, helping them explore their life goals and develop financial plans that align with and support those objectives. Above all else, our Financial Planners are dedicated to putting clients at the heart of everything they do.


Who we’re looking for:

As a Financial Planner at Lowes Financial Management, you will be responsible for delivering exceptional ongoing advisory services to a portfolio of clients. This role involves conducting annual review meetings to assess client needs and maintaining strong relationships and satisfaction levels amongst our client base.


We are seeking an experienced Financial Planner. You should hold a Level 4 Diploma, with a desire to achieve Chartered status being desirable but not essential.


This client-facing role offers autonomy and accountability, allowing you to manage your own diary, maintain and grow existing client relationships, whilst also pursuing new business opportunities. You will be expected to provide personalised financial planning, support clients in achieving their goals, and have the opportunity to contribute to the firm’s overall success.


Above all else, we’re a people-centric firm, so we’re looking for someone who will work well with the team. If you’re willing to learn and have a great attitude to work, we want to talk to you If this sounds like a role that excites you, you could be the perfect fit.


What we can offer you:

  • 27 days annual leave plus Bank Holidays (including extra day off for your birthday, and a “take-two-get-one-free” system for annual leave over Christmas)
  • Company and individual performance related bonuses
  • 9am – 5pm working hours and flexible working
  • Highly competitive salary based on qualifications and experience
  • A £50 donation to a charity of your choice on your birthday
  • Free on-site parking for staff in the heart of Jesmond and just a short walk to the restaurants and bars
  • Great public transport links with the Metro just a short walk from the office
  • Regular staff get-togethers from our famous Summer Garden Party to charity fundraising activities to team building away days- we’re a social bunch who are always looking for an excuse for a get together
  • Complimentary investment & financial planning service for staff (Nil charge investment and intermediation on transactions) 


Join us at Lowes and be part of a team that values your growth and success as much as its own. Apply on LinkedIn or by sending your CV to Vacancies@Lowes.co.uk

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