Employed Financial Planner

Financial Planner - Newcastle, North East England

Ref: 669Thursday 19 May 2022

£45,000 - £65,000

We are looking for Financial Advisors who are motivated and want to further their career within the financial services industry by joining a growing Advisory firm. They are a national IFA firm that is currently looking to grow its staff base from over 130 staff. We are looking for an experienced candidate, with a level 4 diploma as a minimum and ideally working towards, or already, chartered.

You are professional, ethical, innovative, and naturally look for the best outcome for our clients. You should be a strong organiser with the ability to prioritise and have a positive ‘can do, will do’ attitude.

You should be a great communicator with a diverse range of people and enjoy working either within a team and individually - managing your own workflow and tasks independently and efficiently. You will be required to keep up to date with technical, product and provider changes.



Experience in a Financial Planning role in a similar environment.

Experience of working with IT systems that support this service

Good technical knowledge and understanding of relevant regulations rules



Essential - Diploma in Financial Planning (or equivalent)

Desirable - Charted or Fellow status



24 days annual leave increasing to 30 days with service plus 3 at Christmas

Support when you are sick including paid sick leave and group income protection from 13 weeks. Also access to vocational rehab including counselling, physio, and online GP services.

Private medical insurance

Life assurance

Group Pension – salary sacrifice

We are a genuinely flexible workplace and open to full and part time workers working in an office based or hybrid capacity with a variety of working hours.

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