Current jobs related to Chartered Financial Adviser - Newcastle upon Tyne, Newcastle upon Tyne - Meraki Talent Limited

  • Financial Accountant

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full time

    Our client, a leading firm of Chartered Accountants and Tax Advisers, is seeking a highly skilled Accounts Senior to join their Newcastle Business Services team.The ideal candidate will have a strong background in financial accounting, with experience in preparing financial statements, quarterly and monthly management accounts, and VAT...

  • Financial Planning Specialist

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Chartered Financial Adviser OpportunityMeraki Talent Ltd is seeking a highly skilled Chartered Financial Adviser to join their growing team at a leading wealth management firm in Newcastle.Key Responsibilities:Provide bespoke financial advice to high-net-worth clients, covering investments, pensions, tax planning, and estate planning.Develop and maintain...

  • Financial Planner

    4 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise in financial planning.What We OfferComprehensive Training: Our programme includes fully...

  • Financial Planner

    4 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise in financial planning.What We OfferComprehensive Training: Our programme includes fully...

  • Senior Financial Planner

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Job DescriptionWe are seeking a highly skilled Chartered Financial Adviser to join our growing team at Meraki Talent Ltd. As a Senior Financial Planner, you will provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.Key Responsibilities:Develop and maintain strong...

  • Real Estate Chartered Legal Executive

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sacco Mann Full time

    Real Estate Chartered Legal Executive OpportunityWe are seeking a highly skilled and ambitious Real Estate Chartered Legal Executive to join our exceptional team at Sacco Mann. As a top-ranked firm in the Legal 500, Tier 1 category, we are renowned for our expertise in real estate law and are looking for a qualified individual to contribute to our success.As...

  • Real Estate Chartered Legal Executive

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sacco Mann Full time

    Real Estate Chartered Legal Executive OpportunityWe are seeking a highly skilled and ambitious Real Estate Chartered Legal Executive to join our exceptional team at Sacco Mann. As a top-ranked firm in the Legal 500, Tier 1 category, we are renowned for our expertise in real estate law and are looking for a qualified individual to contribute to our success.As...

  • Real Estate Chartered Legal Executive

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sacco Mann Full time

    Real Estate Chartered Legal Executive OpportunityWe are seeking a highly skilled and ambitious Real Estate Chartered Legal Executive to join our exceptional team at Sacco Mann. As a top-ranked firm in the Legal 500, Tier 1 category, we are renowned for our expertise in real estate law and are looking for a qualified individual to contribute to our success.As...

  • Real Estate Chartered Legal Executive

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sacco Mann Full time

    Real Estate Chartered Legal Executive OpportunityWe are seeking a highly skilled and ambitious Real Estate Chartered Legal Executive to join our exceptional team at Sacco Mann. As a top-ranked firm in the Legal 500, Tier 1 category, we are renowned for our expertise in real estate law and are looking for a qualified individual to contribute to our success.As...

  • Real Estate Chartered Legal Executive

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sacco Mann Full time

    Real Estate Chartered Legal Executive OpportunitySacco Mann is seeking a talented and ambitious Real Estate Chartered Legal Executive to join their exceptional team in Newcastle. As a top-ranked firm in the Legal 500, Tier 1 category, they are renowned for their expertise in real estate law.The successful candidate will have a demonstrated track record in...

  • Real Estate Chartered Legal Executive

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sacco Mann Full time

    Real Estate Chartered Legal Executive OpportunitySacco Mann is seeking a talented and ambitious Real Estate Chartered Legal Executive to join their exceptional team in Newcastle. As a top-ranked firm in the Legal 500, Tier 1 category, they are renowned for their expertise in real estate law.The successful candidate will have a demonstrated track record in...

  • Real Estate Chartered Legal Executive

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sacco Mann Full time

    Real Estate Chartered Legal Executive OpportunitySacco Mann is seeking a talented and ambitious Real Estate Chartered Legal Executive to join their exceptional team. As a top-ranked firm in the Legal 500, Tier 1 category, they are currently looking for a qualified, dynamic individual to contribute to their success.About the RoleAs a Real Estate Chartered...

  • Real Estate Chartered Legal Executive

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sacco Mann Full time

    Real Estate Chartered Legal Executive OpportunitySacco Mann is seeking a talented and ambitious Real Estate Chartered Legal Executive to join their exceptional team. As a top-ranked firm in the Legal 500, Tier 1 category, they are currently looking for a qualified, dynamic individual to contribute to their success.About the RoleAs a Real Estate Chartered...

  • Real Estate Chartered Legal Executive

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom careers4a - Jobboard Full time

    Real Estate Chartered Legal Executive OpportunityWe are seeking a highly skilled and ambitious Real Estate Chartered Legal Executive to join our exceptional team. As a top-ranked firm in the Legal 500, Tier 1 category, we are renowned for our expertise in real estate law and our commitment to delivering outstanding legal services.About the RoleAs a Real...

  • Real Estate Chartered Legal Executive

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom careers4a - Jobboard Full time

    Real Estate Chartered Legal Executive OpportunityWe are seeking a highly skilled and ambitious Real Estate Chartered Legal Executive to join our exceptional team. As a top-ranked firm in the Legal 500, Tier 1 category, we are renowned for our expertise in real estate law and our commitment to delivering outstanding legal services.About the RoleAs a Real...

  • Tax and Accounts Senior

    1 week ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full time

    Our client, a leading firm of Chartered Accountants and Tax Advisers, seeks a qualified Accountant / Accounts Senior to join their Newcastle Business Services team.Key Responsibilities:Preparation of Financial Statements, Quarterly and Monthly Management AccountsVAT Returns and bookkeeping as required by clientsSupervision and review of active ACA/ACCA/AAT...

  • Senior Financial Advisor

    5 days ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Alexander Lort Full time

    Build a Career with Alexander LortAs a leading independent financial management company in the UK, we are seeking a highly experienced Financial Advisor to join our team. The ideal candidate will possess a minimum of 5 years experience within the independent financial advice sector and be qualified or working towards Chartered status.The successful candidate...

  • Senior Accountant

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full time

    Our client is a leading firm of Chartered Accountants and Tax Advisers seeking an experienced Senior Accountant to join their Newcastle Business Services team.The Senior Accountant Responsibilities will include:Preparation of Financial Statements, as well as Quarterly and Monthly Management AccountsVAT Returns and bookkeeping as required by certain...

  • Real Estate Chartered Legal Executive Opportunity

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom careers4a - Jobboard Full time

    Real Estate Chartered Legal Executive OpportunityWe are seeking a qualified Chartered Legal Executive with a proven track record in real estate to join our exceptional team. As a top-ranked firm in the Legal 500, Tier 1 category, we offer unparalleled opportunities for professional growth and advancement.As a Real Estate Chartered Legal Executive, you will...

  • Real Estate Chartered Legal Executive

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Sacco Mann Full time

    Job DescriptionAre you a talented and ambitious Real Estate Chartered Legal Executive seeking a remarkable career opportunity? Look no further. My client is an esteemed firm based in Newcastle, renowned for their expertise in this area of law. As a top-ranked firm in the Legal 500, Tier 1 category, they are currently seeking a qualified, dynamic individual...

Chartered Financial Adviser

2 months ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Limited Full time
About the Role

We are seeking a highly skilled Chartered Financial Adviser to join our team at Meraki Talent Limited. As a key member of our wealth management team, you will be responsible for providing tailored financial planning solutions to our high-net-worth clients.

Key Responsibilities
  • Financial Planning and Advice: Develop and implement comprehensive financial plans for clients, covering investments, pensions, tax planning, and estate planning.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing a holistic approach to financial planning and delivering exceptional customer service.
  • Market Research and Analysis: Stay up-to-date with market developments, regulatory changes, and best practices in financial advice to ensure clients receive the most effective solutions.
  • Compliance and Risk Management: Maintain compliance with all industry regulations and company policies, ensuring a secure and trustworthy environment for clients.
Requirements
  • Chartered Financial Planner Status: Hold Chartered Financial Planner status (CII or equivalent) and have a proven track record of managing a client portfolio.
  • Industry Knowledge and Expertise: Possess in-depth knowledge of pensions, investments, tax planning, and protection products, as well as strong communication and interpersonal skills.
  • Teamwork and Collaboration: Demonstrate the ability to work independently and as part of a collaborative team, with a commitment to continuous professional development and maintaining industry knowledge.