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Chartered Financial Planner
1 week ago
Financial Planner | Newcastle
£80,000 - £110,000 basic salary + annual, discretionary bonus
Chartered status (or studying towards) required
HNW clients to inherit
A leading DFM business are looking for an additional Financial Planner to join their busy offices in Newcastle.
The successful candidate will have responsibility for the development and subsequent management of a financial planning client base. You will lead business development activities, aligned to the group strategy and work to exceed targets. You will have a comprehensive understanding of core Financial Planning solutions and will have built knowledge through exposure to client planning scenarios.
The business has capacity for you to inherit a significant number of HNW clients when you join, giving you a very supportive environment and opportunity to quickly learn processes and allow you to hit the ground running by getting out to meet with long-standing clients.
The businesses offers a collaborative culture that enjoys each others successes and demonstrates longevity across the team.