Trainee Financial Planner
3 days ago
**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 diverse range of clients across the country.
They are now in the market to recruit a Trainee/Junior Financial Adviser to join one of their specialist divisions. In this role you will be expected to shadow & support Senior Financial Planners whilst developing your own skills which will enable you to progress into a full adviser position. This will include attending client meetings, providing technical support etc.
The client is looking for a motivated & professional individual who is looking to kickstart their advisory career, they will provide you with all the training, support & guidance you need to succeed.
In order to be considered you MUST hold the Diploma in Financial Planning. The client is looking for an individual that has strong client facing experience, ideally you will be working in a similar role however the client will also consider an experienced Paraplanner who is comfortable working with clients.
The client is offering a basic salary to £40,000 + bonuses and strong company benefits. Most importantly, they are offering a stable working environment where you can genuinely progress your career into an advisory position.
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Trainee Financial Planner
15 hours ago
Newcastle Upon Tyne, United Kingdom mbf. Full time**Trainee Financial Planner - Newcastle - Salary negotiable, up to £55,000 plus Bonus and Benefits - Genuine opporunity to progress.** Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in Newcastle. The role: - This exceptional opportunity is working closely...
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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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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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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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Employed Financial Planner
7 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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Trainee Paraplanner
7 days ago
Newcastle Upon Tyne, United Kingdom Tempest Jones Full time**Trainee Paraplanner** **(Full training and study support to obtain Diploma in Financial Planning provided)** **Agile working available** A fantastic opportunity has arisen for a Trainee Paraplanner to join a national chartered firm of financial planners who specialise in giving advice to individuals and corporate entities on a wide range of financial...
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Financial Planner
2 weeks ago
Newcastle Upon Tyne, United Kingdom Search Consultancy Full timeFinancial Planner Newcastle / North East region Up to £100,000 plus commission, excellent benefits, paraplanning and admin support This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic financial advice to private wealth and corporate clients. There will be the opportunity to receive introduced clients from...
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Financial Advisor
2 weeks 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
5 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...