Financial Advisor

6 months ago


NewcastleunderLyme, United Kingdom AFS Wealth Management Full time

We are looking for a qualified Financial Adviser to join our team.

AFS Wealth Management Ltd is a Senior Partner Practice of St James Place Wealth Management, an award winning FTSE100 company specialising in wealth management services.

We offer clients bespoke high-quality advice on a wide range of financial services including retirement planning, estate and tax planning and mortgage and protection advice.

Based in our offices in Newcastle-Under-Lyme, however the successful applicant will be expected to visit clients, therefore flexibility and a willingness to travel is essential.

This is a fantastic opportunity to further your career, develop skills and progress within a successful and growing practice. Ongoing training will be available will be available and full admin support will also be provided.

Core office hours are 9am to 5pm Monday to Friday (however flexibility will be required) with 22 days annual leave plus bank holidays. Salary is dependent on qualification and experience levels.

**Experience**:

- Advising Clients: 1 year (required)

Licence:

- Level 4 qualification in Financial Advice (required)

**Benefits**:

- Company car
- Company events
- Company pension
- On-site parking

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Newcastle-under-Lyme: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Paraplanning: 1 year (preferred)

Work Location: In person

Reference ID: AFS1


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