Financial Adviser

3 weeks ago


Newcastle Upon Tyne, United Kingdom Heat Recruitment Full time

The opportunity for an experienced Financial Planner to join a highly-reputable financial planning firm in Newcastle.
The role is employed and will involve the servicing of an existing client bank covering the north east of England.

**Principal Accountabilities / Main Responsibilities**
- Providing independent strategic financial planning advice and support to clients
- Conducting annual suitability assessments
- Preparing and communicating clearly defined financial plans and recommendations in-line with client’s goals and circumstances and ensuring they remain on track
- Continuous development of a client bank including managing and cultivating existing client relationships and generating and identifying opportunities to provide services to new and existing clients

**What's on offer?**
- highly-competitive salary (DOE)
- company pension scheme
- free parking onsite
- study support

**What next?**
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
**Synonyms**: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager, IFA, Financial Advice, Financial Planning, Paraplanner,


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