We are delighted to be working with a highly reputable financial advisory firm based in Northumberland, committed to delivering tailored financial solutions to a diverse client base.
The team is dedicated to providing exceptional service and building long-term client relationships, and is seeking like-minded individuals to join them on a permanent basis.
The successful candidate will provide comprehensive financial advice and planning services to clients across the region. This role is perfect for someone with a passion for financial planning, we are open to all levels of experience.
Key Responsibilities:
Provide expert financial advice to clients, including investment, retirement, and tax planning.
Develop and maintain strong client relationships.
Conduct detailed financial assessments and create personalised plans.
Stay up-to-date with industry regulations and changes.
Collaborate with colleagues to enhance client service and business growth. Requirements:
Diploma in Financial Planning (DipPFS) or be studying towards.
Proven experience as a Financial Planner or similar role.
Strong knowledge of financial products, investment strategies, and regulations.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving abilities.
Ability to work on-site full-time. Benefits:
Competitive salary and performance-based bonuses.
Professional development opportunities.
Supportive and collaborative work environment.
Pension scheme and additional employee benefits