Independent Financial Adviser

2 weeks ago


Newcastle Upon Tyne, United Kingdom MI Search Ltd Full time

This respected national Independent Financial Planning practice is currently seeking an experienced Financial Adviser to join their team in the Newcastle area (home based).

In this role you will work with an established portfolio of clients and provide annual reviews and ongoing advice to these clients and you will benefit from the recurring income associated with this client portfolio. In addition you will work closely withcolleagues in the employee benefits division and provide personal financial planning advice to scheme members and directors / owners of these firms. The firm also has a number of established professional introducers that will provide further client opportunity.In addition you will benefit from administration and paraplanning support. You will have full IT support and systems to allow you to work from home.

You must be an experienced financial adviser and be level 4 qualified (CII or equivalent) and have experience providing financial planning advice across pension, investment and protection advice, experience of cash-flow modelling would be beneficial butnot essential.

Basic salary to £65,000, bonus scheme, pension and benefits.



  • Newcastle upon Tyne, United Kingdom Fintuity Full time

    Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax...


  • Newcastle Upon Tyne, United Kingdom Recruit UK Full time

    **Job Title: Trainee Financial Adviser** **Industry: Financial Services** **Location: Newcastle-Upon-Tyne** **Salary: £40,000** **Job Ref: 7528** **Job Description: TraineeFinancial Adviser** 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...

  • Accounts Assistant

    4 weeks ago


    Newcastle upon Tyne, United Kingdom Reeves Independent Full time

    **About Us** 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 growing...

  • Financial Adviser

    4 weeks ago


    Newcastle upon Tyne, United Kingdom Switch Recruitment Full time

    Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Sales Advisor to join their growing team. Duties include educating clients on a range of financial products including savings, investments and protection products. You will be provided with an...

  • Trainee Adviser

    2 weeks ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom EGRecruiting Ltd Full time

    Candidate Requirements:A driven, motivated individual who is looking for a career changeSomeone willing to complete their R0 exams and achieve DipPFS Benefits: Pension and PMI Role: Are you keen to develop your career in Financial Services and become a Financial Adviser?Whether you are Diploma qualified, studying your R0's, or looking for a career change,...

  • Financial Consultant

    4 weeks ago


    Newcastle upon Tyne, United Kingdom CleverHR Full time

    We are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, whilst...

  • Trainee Adviser

    2 weeks ago


    Newcastle Upon Tyne, United Kingdom EGRecruiting Ltd Full time

    Candidate Requirements: A driven, motivated individual who is looking for a career changeSomeone willing to complete their R0 exams and achieve DipPFS Benefits: Pension and PMI Role: Are you keen to develop your career in Financial Services and become a Financial Adviser?Whether you are Diploma qualified, studying your R0’s, or looking for a career...


  • Newcastle upon Tyne, United Kingdom Reed Full time

    You'll be comfortable providing Paraplanning support to a team of advisers as well as training and mentoring a team of Paraplanners. Contributing to the review, enhancement and streamlining of technical research, report writing processes, systems and procedures to increase efficiencies in the team. Responsibility for training, coaching and mentoring...


  • Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    Hybrid Training and onboarding of new advisers Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified working towards obtaining full diploma Have good experience in Financial Services, particularly with a regulated advice environment and/or Training & Competence background


  • Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    T&C Manager Hybrid Training and onboarding of new advisers Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified working towards obtaining full diploma Have good experience in Financial Services, particularly with a regulated advice environment and/or Training & Competence background


  • Newcastle upon Tyne, United Kingdom Northumbria Police Full time

    ***Finance Adviser, JRN 20982** - Vacancy Type - Police Staff - Area Command / Department - Finance Department - Location - Newcastle - Contract Type - Permanent - Hours - Full Time - Salary Range - £23,100 - Closing Date - 30/08/2023 Role: **This is a career graded position - Band 4 - 8 £23,100 - £34,833 (Increasing to £23,289 - £35,124 from September...


  • Newcastle upon Tyne, United Kingdom Global Accounting Network Full time

    Working on ad-hoc financial reporting tasks/projects as assigned Assistance in the preparation and review of subsidiary statutory accounts Liaising with and advising subsidiaries on financial reporting matters, as well as others at a Group level Global Accounting Network are currently partnering with a large well-known company to source a Group...


  • Newcastle upon Tyne, United Kingdom Vodafone Full time

    **Retail Adviser 30hrs per week - Newcastle Eldon Square**: **Location: Newcastle Eldon Square** **Salary: £14,820 per annum plus uncapped bonus** **Hours: 30hrs per week** Do you want the chance to build a career in retail? Our Vodafone Partner stores are independent franchises that provide you with the opportunity to develop and contribute to a growing...


  • Newcastle upon Tyne, United Kingdom Vodafone Full time

    **Location: Newcastle Eldon Square** **Salary: £19,760 per annum plus uncapped bonus** **Hours: 40hrs per week including bank holidays and weekends** Do you want the chance to build a career in retail? Our Vodafone Partner stores are independent franchises that provide you with the opportunity to develop and contribute to a growing local...


  • Newcastle upon Tyne, United Kingdom Azets Group Full time

    Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? At Azets, you're in control of your career and with our support this will make us even stronger, together. Our motto when it comes to career development is "Your Journey, Your Voice, Your Success". Our Wealth...


  • Newcastle upon Tyne, United Kingdom Energy Jobline CVL Full time

    Commercial Insurance company As a Commercial insurance Account Manager, you'll be responsible for managing a portfolio of clients and achieving targets for new business and renewals. Client Management: managing and managing strong working relationships with clients, including insurance brokers, independent financial advisers (IFAs), and other agents....


  • Newcastle upon Tyne, United Kingdom EGRecruiting Full time

    **Benefits**: - Mon-Fri 9-5 - 21 holidays (plus stats and off at Xmas, increases after 3 years) - DIS after qualifying period - Bonus - Study support plus exam reward **Role** A highly successful and well-established IFA Firm has an immediate requirement for an additional, experienced IFA Administrator, to join their existing team in Newcastle. They pride...


  • Newcastle upon Tyne, United Kingdom Newcastle University Full time

    **Salary**: £25,742 to £26,444 with progression to £27,979 per annum Newcastle University is a great place to work, with excellent benefits. We have a generous holiday package; plus the opportunity to buy more, great pension schemes and a number of health and wellbeing initiatives to support you. **Closing Date**: 29 March 2024 The Role We are seeking...


  • Newcastle Upon Tyne, United Kingdom The Legists Full time

    COURT OF PROTECTION SOLICITOR - NEWCASTLE - TOP LEGAL 500 PRACTICE This is an exciting opportunity for an experienced Court of Protection to join a thriving Legal 500 practice in the Newcastle area. Your duties in this role including providing high qualitylegal advice to clients and managing your own caseload on a wide range of Court of Protection matters....


  • Newcastle Upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    Onboarding Paraplanner SupervisorHybridNewcastleSalary - £35,000 + Monthly BonusOur clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as an Onboarding Supervisor.Responsibilities:Training and onboarding of new advisers Providing insight and support on the regulated advice process Assist in formal adviser...