Independent Financial Adviser
2 weeks ago
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.
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Independent Financial Adviser
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Trainee Financial Adviser
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Trainee Adviser
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