Financial Advisor

4 days ago


Newcastle upon Tyne, United Kingdom The Benefact Group Full time

**Working hours**:35 hours per week, Monday to Friday

**Duration**:Permanent

**Location**: Newcastle

**About the role***:
We are seeking a talented and motivated Financial Advisor to contribute to the growth and success of Lycetts. As a Financial Advisor, you will play a crucial role in expanding our client base, delivering exceptional client service, and achieving business targets. Collaboration with our dedicated team of Paraplanners and Administrators is key to your success in this role.

**Key responsibilities**
***:

- Exceed client expectations by consistently delivering outstanding service and going above and beyond to meet their needs.
- Provide expert advice and develop strategies in various financial areas, such as insurance coverage, investment planning, cash management, and more, to help clients achieve their financial objectives.
- Address client inquiries, provide comprehensive financial advice, and guide them in making informed decisions.
- Engage in detailed discussions with clients to assess their expenses, income, insurance coverage, financial goals, tax status, risk tolerance, and other relevant information necessary for developing personalised financial plans.
- Regularly review client accounts and plans to proactively identify the need for adjustments due to life changes, economic factors, situational concerns, or financial performance.

**Knowledge, skills and experience**
***:

- A minimum of 2 years of experience providing high-quality financial advice.
- Proficiency in Word, Excel, Outlook, and PowerPoint.
- Minimum qualification of Dip FS (Diploma in Financial Services).
- Possess in-depth technical knowledge in the field of finance.

If you are a dedicated and skilled Financial Advisor seeking a rewarding opportunity with a leading organisation, we would love to hear from you. Join us at Lycetts and contribute to our continued success as we help our clients achieve their financial aspirations.

**What we offer**
***:

- A competitive salary - Let's discuss it
- Flexible and hybrid working available upon successful completion of probation
- Competitive Personal Pension
- Annual Bonus scheme (Discretionary based on individual and company performance)
- Life Assurance cover up to 4 x salary
- 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
- Career development opportunities with funded support and financial incentives for all professional qualifications.

**About us**:
**Committed to making a difference**:
We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least one day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

Our staff know how to work hard but also how to enjoy themselves We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.


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