Financial Planner

**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...

IDEX 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...

**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...

Financial 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...

Financial 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...

If 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...

If 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...

**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...

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.You will be able to demonstrate a background of providing high quality, goal based financial planning to clients, as well...

**Trainee Financial Planner** **Location: Newcastle** **Salary: £45,000 + OTE** **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and tax wrapper - Write suitability letter reports for investment, pension, protection and inheritance tax cases - Respond to technical client queries relating to trusts...