Financial Planner (Desk-Based) – Newcastle

About the role

This is an exciting opportunity to join a highly successful and technology‑driven financial planning team as a Financial Planner. You’ll provide desk‑based financial planning advice and ongoing service to an established client bank, supporting clients with investable assets of up to £250,000. Working within a hybrid environment, you’ll focus on building strong client relationships, delivering holistic financial planning solutions, and helping clients achieve their long‑term financial goals.

Key responsibilities

• Manage and develop relationships with an existing client portfolio.
• Proactively engage with clients to review their financial planning needs and deliver ongoing advice.
• Convert existing legacy clients to the firm’s ongoing service proposition.
• Provide holistic financial planning advice across investments, pensions, protection, and retirement planning.
• Generate new business opportunities through proactive client engagement and referrals.
• Work collaboratively with colleagues across the wider business to identify cross‑selling opportunities.
• Deliver an exceptional client experience through timely communication and high‑quality advice.
• Utilise industry‑leading technology and systems to enhance client outcomes and adviser efficiency.

Required profile

• Level 4 Diploma in Regulated Financial Planning.
• Experience working as a Paraplanner, Mortgage Adviser, Financial Planning Associate, or in a similar role.
• Passion for financial planning and delivering outstanding client outcomes.
• Ability to work in a hybrid environment and manage client relationships.

Required skills

What we offer

• Growing and supportive financial planning team.
• Exposure to an established client bank and quality business opportunities.
• Hybrid working model (3 days office‑based, 2 days from home).
• Ongoing professional development and support with maintaining your SPS and technical knowledge.
• Access to innovative technology designed to improve both adviser and client experiences.
• Clear opportunities for long‑term career progression within a leading wealth management business.
• Collaborative culture focused on client outcomes, professional development, and continuous improvement.