Self Employed Investment Advisor Role

1 day ago


Gateshead, Gateshead, United Kingdom Citrus Elite Recruitment Ltd Full time
Senior Financial Advisor Role

We are seeking a highly skilled and experienced Chartered Financial Planner to join our team as a Senior Financial Advisor. This is an exciting opportunity for a motivated and ambitious financial planner who wants to take their career to the next level.

As a Senior Financial Advisor, you will work closely with the Director of Financial Planning to deliver exceptional client service and achieve business growth. You will be responsible for providing holistic financial advice on a range of financial planning services, including investment planning, company investments, inheritance tax planning, pension, life, and protection.

Packages: Highly lucrative commission splits, ranging from £60,000 to £100,000 per annum, depending on experience.

Hours: Monday to Friday, 37.5 hours per week with hybrid/home-based or office working (highly flexible).

About the Job:

This is an exciting opportunity for a motivated and ambitious financial planner who wants to take their career to the next level. You will be working in a fast-growing top 25 accountancy firm in the UK, covering the Consett, Gateshead, Hexham, and surrounding areas.

As a key member of our team, you will work closely with our clients to understand their financial goals and develop tailored solutions to meet their needs. A good knowledge of tax planning strategies within both personal and company investments is essential for this role.

Key Responsibilities:

  • Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered ideal.
  • Experienced and current Financial Adviser used to building long-term client relationships.
  • Holistic knowledge across protection, pension, and investment planning.


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