Financial Advisor

2 weeks ago


Newcastle Upon Tyne, United Kingdom Premier Jobs UK Limited Full time

In this employed, Financial Advisor job in Newcastle, you will takeover an existing client bank with around £150,000 recurring income.

Your priority will be to takeover the ongoing financial planning and focus on achieving a high retention of clients.

As a Financial Advisor, you should ensure clients continue to receive excellent financial planning service. Plus, you should look to identify new business opportunities as they arise.

You will receive dedicated support from their experienced Administrator and the business will look to create a serviced office arrangement for you. So that they clients feel there is a local presence and provides a place for you to catch up with your Administrator.

**Financial Advisor Requirements**
- You should be a current Financial Advisor with experience of delivering quality client service
- You should have 3+ years financial planning experience
- You must be fully Diploma qualified in financial planning
- You should have a stable career history

**The Company**

This group company have specialist teams focused on, wealth management, occupational pensions, employee benefits and general insurance. The group is led by highly respected industry names, bringing a wealth of experience to the team.

**Financial Advisor Benefits**
- Salary of circa £50,000 plus bonuses
- Flexibility to work from home plus access to use a local office
- No micromanagement
- Provided with existing client bank for you to build upon

**Locations**

Newcastle

**_Liability and Disclaimer_**

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability isaccepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.


  • Financial Advisor

    4 days ago


    Newcastle Upon Tyne, United Kingdom Premier Jobs UK Limited Full time

    In this employed, Financial Advisor job in Newcastle, you will takeover an existing client bank with around £150,000 recurring income. Your priority will be to takeover the ongoing financial planning and focus on achieving a high retention of clients. As a Financial Advisor, you should ensure clients continue to receive excellent financial planning...


  • Newcastle upon Tyne, United Kingdom Old Mutual Life Assurance Company (SA) Ltd Full time

    MFC Salaried Financial Advisor page is loaded MFC Salaried Financial Advisor Apply locations Newcastle time type Full time posted on Posted Yesterday job requisition id JR-51312 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role...


  • Newcastle upon Tyne, United Kingdom Old Mutual Limited Full time

    MFC Salaried Financial Advisor page is loaded MFC Salaried Financial Advisor Apply locations Newcastle time type Full time posted on Posted Yesterday job requisition id JR-54053 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role...


  • Newcastle upon Tyne, United Kingdom Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is...


  • Newcastle upon Tyne, United Kingdom Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is...


  • Newcastle upon Tyne, United Kingdom Switch Advisor Ltd Full time

    **About us** Switch Advisor Ltd is a small business in Newcastle upon Tyne. We are collaborative, customer-centric and supportive. Our work environment includes: - Modern office setting - On-the-job training - Casual work attire - Regular social events **Position**: We are looking for self-motivated individuals who are looking for a career with growth...

  • Financial Adviser

    4 weeks ago


    Newcastle upon Tyne, United Kingdom Switch Recruitment Full time

    Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Sales Advisor to join their growing team. Duties include educating clients on a range of financial products including savings, investments and protection products. You will be provided with an...

  • Advisor services

    4 weeks ago


    Newcastle upon Tyne, United Kingdom One Property Recruitment Full time

    Customer Service Advisor- Newcastle- £24,000pa One Property Recruitment have been instructed upon the search for a Customer Service advisor to join our clients ambitious Build to Rent team in their head office in Newcastle. Our client is one of the market leaders for the Build to Rent sector and the private rented sector. Purpose of the Customer Service...

  • Call Centre Advisor

    6 days ago


    Newcastle Upon Tyne, United Kingdom Page Personnel Secretarial & Business Support Full time

    Page Personnel are working with a reputable company in Newcastle upon Tyne to recruit multiple Call Centre Advisors - FCA Regulated to join their busy team! **Client Details** Page Personnel are working with a reputable company in Newcastle upon Tyne to recruit multiple Call Centre Advisors - FCA Regulated to join their busy team! This is a great...


  • Newcastle upon Tyne, United Kingdom Nigel Wright Group Full time

    Income Processing Advisor Nigel Wright are currently working with a North East based property organisation looking for an Income Processing Advisor to join their team in the Newcastle area. This role will be a temporary position until April 2024. The Role: The main duties and responsibilities within this role are: - Deliver quality service to support...


  • Newcastle Upon Tyne, United Kingdom IronMarket Talent Full time

    Financial ControllerIf you are a results-driven finance professional with a passion for driving business success?If you have answered YES to the above, then DIVE IN for more information...This owner-managed business provides tailored financial solutions for vehicle procurement and operates under FCA regulations. With a longstanding presence, this business's...


  • Newcastle upon Tyne, United Kingdom THE CONNECTED EVENT GROUP LTD Full time

    seeking a motivated and customer-focused individual to join our team as a Customer Service Advisor. As a pivotal member of our organization, you will be responsible for ensuring exceptional customer experiences through efficient communication and problem-solving skills. **Duties**: - Provide exceptional customer service to clients by answering inquiries...


  • Newcastle upon Tyne, United Kingdom Net-Worth NTWRK Full time

    Finance Manager If you are a results-driven finance professional with a passion for driving business success? This owner-managed business provides tailored financial solutions for vehicle procurement and operates under FCA regulations. With a longstanding presence, this business's core focus is delivering exceptional customer service, taking pride in...


  • Newcastle Upon Tyne, United Kingdom Reed Business Support Full time

    **Are you looking for a role with a growing company, that can offer real opportunities for progression?** **Do you have great communication skills and enjoy delivering great customer service?** **Are you looking for a new role starting in the new year?** If so, I am pleased to be representing a well-established client in Newcastle City Centre. Currently...


  • Newcastle upon Tyne, United Kingdom One Property Recruitment Full time

    Customer Service Advisor- Newcastle- £24,000paOne Property Recruitment have been instructed upon the search for a Customer Service advisor to join our clients ambitious Build to Rent team in their head office in Newcastle.About the client:Our client is one of the market leaders for the Build to Rent sector and the private rented sector. They manage...


  • Newcastle upon Tyne, United Kingdom Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to...


  • Newcastle upon Tyne, United Kingdom Multi Trades Recruitment Limited Full time

    Multi Trades Recruitment is looking for a Customer Service Advisor to work with a Facilities Management company. **About the job**: - Working between the hours of 06:00 - 20:00. (You will work around 8 hours per day). - Predominantly working Mon-Fri however may be required to work weekends on the odd occasion. - £10.90 per hour. - Please note the Shift...


  • Newcastle upon Tyne, United Kingdom One Property Recruitment Full time

    Customer Service Advisor- Newcastle- £24,000pa One Property Recruitment have been instructed upon the search for a Customer Service advisor to join our clients ambitious Build to Rent team in their head office in Newcastle. About the client: Our client is one of the market leaders for the Build to Rent sector and the private rented sector. They manage...


  • Newcastle upon Tyne, United Kingdom Shannons Pty Full time

    Are you passionate about positively impacting the lives of individuals and the communities they call home? We're looking for dedicated individuals to join us as Claims Advisors based in Newcastle , offering a flexible hybrid working model after the training period. This role will be dealing with High Needs workers claims. Make a Real Impact: As a...


  • Newcastle upon Tyne, United Kingdom Excelerate Full time

    Role - Customer Service Advisor - Newcastle Role Type - Initial 6 month contract, followed by permanent employment. (To start asap) Location - Cobalt Business Park, Newcastle - NE27 0QJ (On-site daily) Salary/Pay - £12£14 per hour ( subject to experience, 7.Shift work, rota will be given 6-8 weeks in advance. Hours will vary as per rota 8am8pm. Some...