Wealth Adviser

3 weeks ago

NewcastleunderLyme, United Kingdom HSBC Full time

At HSBC, we’re a trusted international organisation with a sophisticated, global customer base. What does this mean for you? It means we like a challenge, we’re competitive, and we’re always looking for the best ways to innovate in our space and put our customers first. It also means we’re a total package bank with a culture that drives diversity, equality and inclusion, where everyone can be themselves.

Our Wealth Management teams provide a range of services to HSBC customers, helping them with their financial life journey and helping them to grow their money, to plan for retirement and protect their loved ones, should the very worst happen.

We support every aspect of a customer’s financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing complexity. This includes a greater range of financial products and solutions, and a better understanding of our customers’ affairs. For us, Wealth Management is genuinely a relationship-based service.

For our customers, this means a tailored approach, personalised attention and our teams working collaboratively to support their entire life journey.

As a result of continued growth in the HSBC UK Wealth business, we are actively recruiting for Wealth Advisers to join our team servicing the Wealth, Retirement & Protection needs of our clients.

This role will give you the opportunity to join this dedicated team where you will be acting as a trusted adviser to our new and existing customers providing holistic financial advice.

You offer a channel of choice for our clients and you could be interacting with your clients in both Face to Face and Virtual environments to best meet the client’s individual circumstances.

You will also be pro-actively managing a portfolio of Wealth clients making suitable recommendations for products and services based on customer needs.

**In this role, you will**:

- Deliver a consistent and tailored wealth management and financial planning service to HSBC clients
- Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
- Have access to a wide range of product specialists to help and support you, which include pensions, protection and investments.
- Build and maintain strong relationships with both new and existing clients.
- Comply with the regulations and procedures that govern our business and products.

Requirements

To be successful in this role you should meet the following requirements:

- Have previous experience in a Customer Facing role is essential, ideally both in Face to Face and Virtual interactions.
- Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements (check link below)
- **Please Note**: If successfully offered a role the planned start date and commencement of Pre-Course work is expected to be February 2023. You will then be required to attend HSBC University in Birmingham for Face-to-Face classroom learning for 4 weeks commencing during March 2023, the remainder of the Onboarding course will be via Virtual Classroom learning.

**You’ll achieve more when you join HSBC.**

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment

We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies

**Recruitment Helpdesk**:
**Telephone**:+44 2078328500

  • Paraplanner - Hybrid/flexible Working

    4 weeks ago

    Newcastle-under-Lyme, Staffordshire, United Kingdom Heat Recruitment Ltd Full time

    Working Hours: Flexible office working, 37.5 hours per week, Monday - Friday, between 8 am and 5:30 pm. Competitive salary * Pension contribution starting at 3%, increasing to 4% with service. * 25 days of annual leave plus bank holidays, with an additional day off on your birthday. * Collaborate with administrators and two advisors in a bustling office...

  • Trainee Financial Adviser

    4 weeks ago

    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...

  • Independent Financial Adviser

    6 days ago

    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...

  • Training & Competence Supervisor

    4 weeks ago

    Newcastle, United Kingdom MERJE Ltd Full time

    **£42,000 + Benefits** My client is one of the fastest-growing financial advisory firms in the UK and they’re looking to add a Training & Competence Supervisor to the team. Reporting to the Head of T&C, you will provide support to Wealth Management Partners on all aspects of training, competency and compliance in accordance with established standards...

  • Planning Officer in Development Management

    3 weeks ago

    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...

  • Court of Protection Solicitor

    4 weeks ago

    Newcastle Upon Tyne, United Kingdom G2 Legal Limited Full time

    An exciting opportunity has arisen for a Court of Protection Solicitor to join this top-tier Legal 100 firm in Newcastle. Due to consistent growth within their court of protection team, they are looking to recruit a solicitor at either associate, managing associate or director level. This firm is known for its expertise in the healthcare sector, so you will...

  • Private Client Solicitor

    4 weeks ago

    Newcastle upon Tyne, United Kingdom BCL Legal Full time

    PRIVATE CLIENT SOLICITOR - NQ-3 PQE - NEWCASTLE THE FIRM - Highly successful and well regarded regional law firm - Offices based in Newcastle, Manchester and Leeds - Large 3 Partner strong Private Client team THE ROLE - Offering existing and future clients a wide range of private client legal services - You will be supporting the Partners and wider...

  • Assistant Manager

    2 days ago

    Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. Join us on...

  • Tax Manager or Senior Manager

    2 days ago

    Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. Join us on...

  • HR Administrator

    4 weeks ago

    Newcastle upon Tyne, United Kingdom Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust Full time

    We are seeking a motivated and conscientious administrator to work within our fast-paced HR Staff Bank Team. The HR Staff Bank team play a pivotal role in the HR Team at Northumbria Healthcare, we are a small team who are responsible for the deployment of bank and agency workers. We support wards and departments across the Trust responding quickly to meet...

  • Corporate Tax Manager

    6 days ago

    Newcastle Upon Tyne, United Kingdom Bryony Gibson Consulting Full time

    A large accountancy firm with a wealth of expertise who offer a very personalised service are looking to appoint a Corporate Tax Manager into a newly created position. Recently voted as one of the best accountancy firms to work for this is a great time tojoin the firm. With a strong focus upon client service delivery and a desire to build long lasting...

  • Tax Manager or Senior Manager

    4 weeks ago

    Newcastle upon Tyne, United Kingdom Evelyn Partners Group Full time

    Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. Join us on...

  • Area Sales Manager

    2 days ago

    Newcastle upon Tyne, United Kingdom CXC Global Full time

    ROLE: AREA SALES MANAGER LOCATION: North East SALARY: £45k + DOE BENEFITS: bonus package, company car, share save scheme (optional) private healthcare and contributory pension scheme Our client are looking for an experienced sales professional to join their team as an Area Sales Manager, covering the North East region. People are at the heart of their...

  • Receptionist

    7 days ago

    Newcastle upon Tyne, United Kingdom Womble Bond Dickinson (UK) LLP Full time

    **Receptionist (0722)**: An excellent job opportunity has arisen for a Receptionist to join the team in our Newcastle office, working hours will be 1:00pm-5:30pm from Monday to Friday. You will also be required to help out with adhoc evening events within the firm and so some flexibility is required. As a receptionist you'll create a positive first...