Lead Financial Planner
6 days ago
A leading financial planning firm located in Newcastle upon Tyne is seeking a Financial Planner with at least 5 years of experience, ideally Chartered. This role includes advising clients on various financial needs, developing client relationships, and managing a small team of advisors. A focus on delivering high-quality, goal-based financial services is essential. The ideal candidate will possess strong communication skills and a commitment to compliance and professional development. Competitive salary and benefits offered.
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Financial Planner
1 week ago
Newcastle upon Tyne, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time**Are you looking for a new career or new challenge?** - Join a local company with a **20 year heritage**: - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more **visit joslinrhodes.co.uk/careers** **Are you stuck in a rut?** **Do you relish the idea of a new...
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Financial Planner
2 weeks ago
Newcastle upon Tyne, United Kingdom Idex Full timeIDEX are working in partnership with a Wealth Management firm who are looking for a Financial Planner to join their Newcastle offices. Working closely with an existing team of Financial Planners that demonstrate longevity with the business, along with a high calibre Investment Management team, you will build and develop relationships with an existing book...
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Trainee Financial Planner
1 week ago
Newcastle upon Tyne, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time**Are you looking for a new career or new challenge?** - Join a local company with a **20 year heritage**: - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more **visit joslinrhodes.co.uk/careers** **Are you stuck in a rut?** **Do you relish the idea of a new...
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Employed Financial Planner
6 days ago
Newcastle Upon Tyne, United Kingdom Ortus PSR Full time**Employed Financial Planner** **Location: Newcastle** **Salary: £30,000 - £60,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an...
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Financial Advisor
1 week ago
Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
4 days ago
Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Services Trainee
1 week ago
Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time**Department**:Lowes Financial Academy / Lowes Financial Management Limited **Post Title**:Financial Services Trainee **Reports to**:Lead Tutor at Lowes Financial Academy / Lowes Financial Management Ltd Financial Planner **Specific tasks include**: - Setting up meetings between the Academy leader and potential clients. - Sending course information to...
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Financial Planner
4 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Saltus Full time £60,000 - £120,000 per yearWe are recruiting an ambitious and high calibre, ideally Chartered, Financial Planner to join our growing Financial Planning team. With offices across the North of England, we are looking for someone to join our team in the Newcastle area.You will be able to demonstrate a background of providing high quality, goal based financial planning to clients, as well...
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Financial Planner
2 days ago
Newcastle upon Tyne, United Kingdom Saltus Full timeSaltus Newcastle Upon Tyne, England, United Kingdom 3 days ago Be among the first 25 applicants We are recruiting an ambitious and high calibre, ideally Chartered, Financial Planner to join our growing Financial Planning team. With offices across the North of England, we are looking for someone to join our team in the Newcastle area. Why Saltus? Saltus is a...
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Trainee Financial Planner
2 days ago
Newcastle upon Tyne, United Kingdom MB Fitzgerald Full time**Trainee Financial Planner - Newcastle - Salary £35-40K - Great Benefits package and Bonus structure** Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent reputation, they are a Chartered business that provide holistic advice to a...