Financial Planner

4 weeks ago


Newcastle upon Tyne, United Kingdom Jigsaw Recruitment Full time

Job Reference: 00000500-1
- Date Posted: 3 May 2023
- Recruiter: Jigsaw Recruitment
- Location: Newcastle
- Salary: £45,000 to £65,000
- Sector: Financial Services
- Job Type: Permanent
- Contact: Gavin Meakings

Financial Planner: Covering the Newcastle area£45,000 to £65,000 with excellent benefits

Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Adviser’s / Financial Planner’s to join their ever expanding team in Leeds

The Role:
You will need to be professional, ethical, innovative, and naturally look for the best outcome for our clients. You should be a strong organiser with the ability to prioritise and have a positive ‘can do, will do’ attitude. A great communicator with a diverse range of people and enjoy working either within a team and individually - managing your own workflow and tasks independently and efficiently. You will be required to keep up to date with technical, product and provider changes.
- Experience in a Financial Planning role in a similar environment.
- Experience of working with IT systems that support this service
- Good technical knowledge and understanding of relevant regulations rules
Essential - Diploma in Financial Planning (or equivalent)
- Excellent standard of written and verbal communication.
- Technical competence across all areas of financial planning.
- Good decision-making skills.
- Analytical mind and excellent attention to detail.
- Excellent time management skills with an ability to work to deadlines.
- Ability to coach and provide feedback.
- Full UK driver’s license.

Salary and Benefits:
Salary of £40,000 to £70,000, 24 days annual leave increasing to 30 days with service plus 3 at Christmas. Access to vocational rehab including counselling, physio, and online GP services. Private medical insurance, Life assurance and Group Pension - salary sacrifice

This genuinely is a flexible workplace and open to full and part time workers working in an office based or hybrid capacity with a variety of working hours.



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