Chartered Financial AdviserNewcastleCompetitive SalaryPermanent Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team. This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.Key Responsibilities:Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planningDevelop and maintain strong relationships with clients, offering a holistic approach to financial planningConduct thorough fact-finding to understand client needs and objectivesPrepare and present detailed financial plans and recommendationsStay up-to-date with market developments, regulatory changes, and best practices in financial adviceMaintain compliance with all industry regulations and company policiesKey Requirements:Chartered Financial Planner status (CII or equivalent)Proven track record of managing a client portfolio and delivering high-quality adviceIn-depth knowledge of pensions, investments, tax planning, and protection productsStrong communication and interpersonal skills, with the ability to build trust and rapport with clientsAbility to work independently and as part of a collaborative teamDemonstrable commitment to continuous professional development and maintaining industry knowledge'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you