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EGR/10928
Financial Services
£35,000 - £130,000
Enhanced benefits including:
- 35 hour week (M-F 9-5) PLUS flexible working options
- 28 days holiday (plus bank holidays), plus 2x volunteering days, plus buy/sell option
- 4 x DIS
- 7.5% pension contribution
- Private medical insurance
- Sick pay (13 weeks) and income protection
- Enhanced Maternity/Paternity/Adoption pay
- Generous annual bonus
- Free parking / accessible by bus and train
- Study support
- Opportunities to progress
30/06/2025
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers. The business has a family feel, an excellent reputation and truly values employees.
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
Responsibilities will include:-
· Conducting service reviews (predominately North East, some UK travel)
· Providing advice across pensions, investments, IHT and protection
· Developing new business
· Developing relationships and continuity of business
· Ensuring all advice is compliant
- Level 4 (DipPFS / DipFA), Chartered desirable
- Must hold CAS/SPS as a Financial Adviser
- Possess excellent knowledge across retirement planning, estate planning, investment advice, tax strategies
- Be able to service existing clients and develop additional business
- Face to face sales experience
- Excellent communications skills and able to build rapport quickly
- A professional approach, well-presented and credible
- Be a team player
- The desire and ability to learn and where required, study further
- A full, clean driving licence and car
- Reside in the North East of England
Are you interested?
Click to apply today!