Financial Planner - Northeast Region Location : Newcastle, covering the Northeast Salary : Up to £65,000 base Bonuses Benefits : Comprehensive benefits package Are you a talented and driven Financial Planner looking to join a leading Wealth & Investment Management organisation? We’re working with a national firm that offers integrated wealth management and professional services, managing over £47 billion in assets and serving a diverse client base. This is an exciting opportunity to join their established Financial Planning team in Newcastle. You will play a key role in developing new business across the Northeast while working with high-net-worth clients with case sizes starting from £250,000. The role requires an entrepreneurial mindset and a solution-oriented approach, ideal for professionals passionate about building and growing client relationships. Your Role : As a Financial Planner, you will: Actively develop new business opportunities in the Northeast. Build and maintain strong client relationships through effective ongoing service, ensuring client retention and satisfaction. Lead client meetings and conduct annual reviews to adapt to changing client needs. Collaborate with internal teams, including Investment Management and Professional Services, to enhance client outcomes. Maintain and grow the New Business Pipeline (NBP). What We’re Looking For : A relevant Level 4 financial qualification (or higher), with aspirations to achieve Level 7. Proven experience in winning and developing new business in the Northeast. Strong relationship management skills, with a track record of working effectively with internal and external stakeholders. An entrepreneurial and proactive approach to business development. What’s On Offer : Competitive base salary of up to £65,000 plus bonuses. Comprehensive benefits package. A dynamic and collaborative working environment with opportunities for professional growth.