Financial Advisor

7 days ago

Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis 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 successful Financial Adviser.As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow. The Benefits:All leads are professionally introduced through a robust lead generation processAttractive remuneration termsFull paraplanning and admin supportMarket focused training providedBusiness and personal developmentAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your incomeNational coverage.Many great opportunities for Advisers to really maximise their earning potential.The Role:Your goal will be to ensure clients make wise and profitable decisions to meet their financial GoalsPrepare sound financial plans to ensure clients meet their targetsAdvise clients on current financial issues and make recommendationsGenerate new business and build introducer relationshipsCustomise financial plans according to clients' changing needsBuild strong relationships to retain existing clientsMaintain and update knowledge of regulations, practices, and financial productsAbout You:Proven experience as a financial plannerAbility to analyse financial information and comply with regulationsProficiency in MS Office and CRM systemsAttention to detail and strong math skillsStrong ethics, with a customer-oriented attitudeOutstanding communication skills, with the ability to foster long-term relationshipsDiploma in Financial ServicesQualifications:Diploma in Financial AdviceIndustry Sales experienceStrong understanding of investment and pension businessExcellent interpersonal skills goals.Ambition and Hunger

  • Financial Advisor

    17 hours ago

    Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time

    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...

  • Financial Advisor

    1 week ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time £40,000 - £60,000 per year

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis 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...

  • Financial Advisor

    7 hours ago

    Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time

    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...

  • Financial Advisor: Leads

    2 weeks ago

    Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time

    A leading financial services business in Newcastle upon Tyne is seeking an experienced Financial Advisor. This role offers support through lead generation and administrative assistance, allowing you to focus on client service and business growth. Ideal for those from banking or independent backgrounds, this position promises great opportunities for income...

  • Financial Advisor

    5 days ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Full time

    Job description IDEX Consulting are working with one of the most reputable and established firms in Newcastle, assisting their advisory arm to recruit a Financial Advisor into their growing team.Due to a continued influx of clients, this is a newly created opportunity to add to an existing team of Financial Advisors who demonstrate longevity and progression...

  • Financial Advisor

    1 week ago

    Newcastle upon Tyne, United Kingdom Financial Divisions Full time

    Independent Financial Adviser – Nationwide – Salary up to £75k + Bonus - RemoteIf you’ve built a career under a restricted model and you’re now craving proper independence, this is your next step.You’ll join a respected, planning-led firm that values client outcomes over product sales. The structure gives you freedom without chaos — strong...

  • Financial Advisor

    5 days ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Full time

    IDEX Consulting is partnering with one of the most reputable and established firms in Newcastle to assist in recruiting a Financial Advisor for their growing team. Due to a continued influx of clients, this is a newly created opportunity to join an existing team of Financial Advisors known for longevity and career progression within the business. Company...

  • Independent Financial Advisor

    1 week ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Prosperis Ltd Full time £40,000 - £80,000 per year

    Company DescriptionWe are Yorkshire's and North East based leading Independent Financial Advisers & Employee Benefit Consultants. We offer effective and bespoke advice and are committed to forming valued and robust relationships with our clients, with the intention of delivering outcomes that exceed their financial objectives.Role DescriptionThis is a...

  • Financial Advisor

    5 hours ago

    Sunderland, Tyne and Wear, United Kingdom Quilter Financial Planning Full time

    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...

  • Business Development Executive

    3 weeks ago

    Newcastle upon Tyne, United Kingdom Trusted Advisor UK Full time

    Trusted Advisor is a young, rapidly growing startup that connects individuals with qualified financial advisers. We operate remotely, with a dynamic team that meets frequently in London to collaborate and build strong client relationships.Role Overview:As a Business Development Executive, you will play a key role in driving the growth of Trusted Advisor by...