Financial Planning Expert

1 day ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Limited Full time
Chartered Financial Adviser Opportunity

Meraki Talent Limited is seeking a highly skilled Chartered Financial Adviser to join their growing team at a leading wealth management firm. This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.

Key Responsibilities:

  • Deliver bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
  • Develop and maintain strong relationships with clients, offering a holistic approach to financial planning.
  • Conduct thorough fact-finding to understand client needs and objectives.
  • Prepare and present detailed financial plans and recommendations.
  • Stay up-to-date with market developments, regulatory changes, and best practices in financial advice.
  • Maintain compliance with all industry regulations and company policies.


Key Requirements:

  • Chartered Financial Planner status (CII or equivalent).
  • Proven track record of managing a client portfolio and delivering high-quality advice.
  • In-depth knowledge of pensions, investments, tax planning, and protection products.
  • Strong communication and interpersonal skills, with the ability to build trust with clients.


This is a permanent position offering a competitive salary and the opportunity to work with a reputable wealth management firm.

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