Financial Advisor

5 months ago


Newcastle upon Tyne, United Kingdom True Potential LLP Full time

True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK's Financial Advisors.

We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.

By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
- **The role**:_

As a Financial Advisor, you will be responsible for providing financial advice and guidance to centrally advised clients and achieving sales and quality targets.
- **About you**:_

Desired skills/qualities are below:

- Strong communication skills, both verbal and written.
- DipFA Level 4 or part qualified.
- **Duties and responsibilities**:_
- Assessing clients' financial goals and objectives
- Developing personalized financial plans based on clients' needs
- Providing recommendations on investment strategies and products
- Assisting clients with retirement planning, estate planning, and tax planning
- Monitoring clients' portfolios and making adjustments as needed
- Keeping up-to-date with financial market trends and developments
- Building and maintaining strong relationships with clients
- **Benefits**:_
- Performance based bonus (£1,250 monthly, after 3 months qualifying period)
- Company events
- Company pension
- Free on-site parking
- 22 days annual leave (plus Bank Holidays).
- True Potential Academy - Allowing our employees to develop their career within the wealth management sector.
- **Ability to commute/relocate.**_
- Newcastle upon Tyne: reliably commute or plan to relocate before starting work (required)

If you are passionate about helping individuals achieve their financial goals and have a background in financial planning, we would love to hear from you.

**Job Types**: Full-time, Permanent

**Salary**: £30,000.00-£32,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- On-site parking
- Referral programme
- Transport links

Supplemental pay types:

- Bonus scheme

Application question(s):

- Are you qualified at Level 4 Financial Advice Diploma or part qualified?

Ability to Commute:

- Newcastle upon Tyne, NE15 8NX (required)

Work Location: In person



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