IFA (Newcastle)

2 days ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Eden Rose Full time

Financial Adviser / IFA
Salary: Up to £75,000 (depending on experience and qualifications)

Location:
Newcastle (Hybrid working available)

Job Type:
Full-time, Employed

Are you a qualified Financial Adviser looking to join a respected national firm with a strong support structure and a client-first approach? We're working with a leading UK-wide financial planning company with multiple offices, currently seeking a
Financial Adviser
to join their Newcastle team.

The Opportunity
You'll be delivering holistic financial planning to both new and existing clients, offering tailored solutions that align with their goals. With access to a strong client base, paraplanning and admin support, and a collaborative team environment, this is a fantastic opportunity for an adviser who wants to focus on quality advice and long-term relationships.

Key Responsibilities

  • Conduct comprehensive fact-finding and risk profiling
  • Deliver personalised financial planning across pensions, investments, tax, and protection
  • Manage and review client relationships in line with service standards
  • Generate new business opportunities and support firm-wide growth
  • Collaborate with paraplanners, administrators, and compliance teams
  • Maintain accurate, compliant client records and documentation

*What We're Looking For:*

  • Level 4 Diploma in Financial Planning (Chartered or working towards Level 6 preferred)
  • CAS status and current SPS
  • Minimum 2–3 years' experience in a financial advice role
  • Strong knowledge of pensions, investments, tax planning, and protection
  • Excellent communication, relationship-building, and organisational skills
  • Experience with Intelligent Office (IO) is desirable

*What's on Offer:*

  • Competitive salary up to £75,000
  • Hybrid working flexibility
  • 25 days holiday + bank holidays
  • Pension scheme, life assurance, and other standard benefits
  • Discretionary bonus and career development opportunities
  • Supportive, collaborative team culture with national infrastructure

If you're a motivated adviser looking to join a forward-thinking firm that values professionalism, client care, and long-term growth, we'd love to hear from you.

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