Financial Adviser

A fantastic opportunity to join a large, national retail Wealth Management business, the role comes with existing clients to service as well as new client lead generation. There are a range of excellent benefits, genuine development opportunities, hybrid working and the opportunity to manage your own schedule.

This is a remote role covering the North East of England, the nearest office is Newcastle, you will only be required attend the office occasionally

Key Responsibilities

• Deliver agreed targets
• Provide clients with a professional, high quality service
• Provide high quality advice in line with the companies expected standards
• Adhere to all regulatory requirements
• Represent the company in an professional manner at all times.
• Deliver holistic, client led financial advice.
• Use of cashflow modelling and financial planning tools.

Key Requirements

• Level 4 Diploma qualified, Chartered as well, but not essential
• A strong track record of delivering holistic financial advice
• Experience building lasting client relationships and generating repeat/referral business
• Confidence in conducting client meetings and creating tailored financial plans
• Strong understanding of regulatory requirements, including Consumer Duty
• Experience using cashflow modelling to support robust advice recommendations ← Back to job search