Associate Financial Planner
Location: NewcastleSalary: Negotiable to around £55,000 + Excellent Benefits + Bonus
About UsOur client are one of the leading wealth management and professional services groups in the UK, with experience helping generations of individuals and businesses with tailored financial solutions.
About the RoleThey are seeking a motivated individual to join their team in Newcastle as an Associate Financial Planner. This is a great opportunity for someone who is keen to advance their career in Financial Planning. You’ll work closely with experienced Financial Planners, engaging with clients and providing them with high-level advice tailored to their financial goals.
The role is suited to an individual from a Paraplanner or Junior Financial Planner background who is looking to further their career by working with high level clients at a top tier organisation.
Key Responsibilities:
1. Support clients by understanding their needs and helping them achieve their financial objectives.
2. Build and maintain strong client relationships through effective ongoing service, ensuring client satisfaction leads to new instructions and referrals.
3. Conduct regular client reviews to ensure their financial plans align with changing needs and risk appetite.
4. Work alongside Investment Manage...