Financial Advisor – Wealth Management

About the role

We are recruiting for an award‑winning financial advice and wealth management firm in Newcastle. The role involves delivering tailored financial advice to a portfolio of clients, helping them achieve their short‑ and long‑term objectives.

Key responsibilities

• Assess clients’ financial goals and develop personalised financial plans.
• Provide recommendations on investment strategies and products tailored to client needs.
• Assist clients with retirement, estate, and tax planning.
• Monitor client portfolios and make adjustments based on market trends and objectives.
• Stay up‑to‑date with financial market developments.
• Build and maintain strong, lasting relationships with clients.

Required profile

• Proven experience as a Financial Planner or similar role.
• Strong knowledge of financial products and services.
• DipFA Level 4 qualification (or equivalent).
• Ability to work towards CAS status, with support provided if not already achieved.
• Excellent communication and interpersonal skills.

Required skills

What we offer

• Competitive salary with an attractive bonus scheme.
• Flexible work‑from‑home arrangement with occasional office visits (hybrid).
• Free on‑site parking.
• Opportunity to work for a respected, award‑winning firm.