Financial Advisor – High Net Worth Clients

About the role

The role is for an experienced Financial Planner to join a nationally recognised wealth management firm in Newcastle. You will manage an established high‑net‑worth client book and deliver bespoke financial advice.

Key responsibilities

• Maintain and grow relationships with high‑net‑worth clients.
• Provide comprehensive, bespoke financial planning and advice.
• Handle complex financial cases and generate new business opportunities.
• Manage your own diary with flexibility and autonomy.
• Receive and act on continuous leads supplied through internal channels.

Required profile

• Proven experience as a Financial Planner managing high‑net‑worth clients.
• Successful track record with complex financial planning cases.
• Results‑driven attitude with a passion for first‑class advice.
• Minimum Level 4 Diploma in Financial Services.
• Enthusiasm for building external professional relationships.

Required skills

What we offer

• Being part of an established national brand.
• Continuous leads via internal channels.
• Flexibility and autonomy to manage your own diary.
• Up to 15% employer pension contributions.
• Full study support for further professional exams.
• Exceptional earning potential and long‑term progression.