Employed Financial Planner

3 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 Independent Financial Adviser to the team, to take on new and existing clients and ensure they are serviced to a high level of care and detail.

**Main duties;**

Conduct meetings with existing and new clients, either office-based or in the clients' home/business.
Ensure you help clients understand their options, in order to help them achieve their financial goals
Analyse all information and prepare a plan that is designed to individual clients'

To be considered for this role, ideally you will hold:
A strong track record of providing financial advice
Competent Adviser Status
Exceptional client service skills, with a genuine interest in helping clients achieve their goals

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