Job Description We’re seeking a talented Financial Planner to join our Financial Planning team in Newcastle. You will be responsible for developing and creating new business across the North East. You will have the opportunity to business develop across various clients with case sizes starting from £250,000 upwards. This is a fantastic opportunity to join the Newcastle team if you are looking for a position which needs an entrepreneurial, solution-oriented approach. We will be looking for candidates who can show experience with developing and growing a client book. As a Financial Planner your responsibilities will include among others Actively develop new business opportunities across the North East Maintain the New Business Pipeline (NBP) Building new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition. Structure and lead client meetings. To ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements. To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships.