Job Details

Job description

In this employed, Financial Advisor job in Newcastle, you will takeover an existing client bank with around £150,000 recurring income.

Your priority will be to takeover the ongoing financial planning and focus on achieving a high retention of clients.

As a Financial Advisor, you should ensure clients continue to receive excellent financial planning service. Plus, you should look to identify new business opportunities as they arise.

You will receive dedicated support from their experienced Administrator and the business will look to create a serviced office arrangement for you. So that they clients feel there is a local presence and provides a place for you to catch up with your Administrator.

Financial Advisor Requirements

• You should be a current Financial Advisor with experience of delivering quality client service
• You should have 3+ years financial planning experience
• You must be fully Diploma qualified in financial planning
• You should have a stable career history

The Company

This group company have specialist teams focused on, wealth management, occupational pensions, employee benefits and general insurance. The group is led by highly respected industry names, bringing a wealth of experience to the team.

Financial Advisor Benefits

• Salary of circa £50,000 - £60,000 plus bonuses
• Flexibility to work from home plus access to use a local office
• No micromanagement
• Provided with existing client bank for you to build upon

Locations

Newcastle
Call us now on 0208 0044 154 or click Apply

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