Financial Planner (Employed plus Clients)

Financial Planner (Employed plus Clients)


Financial Services

£45,000 - £60,000

·        Competitive pay and bonuses
·        Minimum of 24 days’ holiday and the opportunity to increase to 30 with service years
·        3 days extra holiday gifted between Christmas and New Year
·        1 day volunteering leave per year, where you can contribute your time to a good cause you feel passionate about
·        Company pension, life cover and health schemes
·        Flexible working arrangements


An ambitious, hungry and experienced Adviser is required, by an award-winning, national firm, to service an extensive client bank, within the North East of England (Newcastle area).

You’ll provide advice to Private Clients and benefit from an immediate and generous bonus. Administrative and paraplanning support will be provided, allowing you to focus on your clients, build new professional relationships and network.

DipPFS (or equivalent), Ideally Chartered or at least working towards

Ideally, you’ll be Chartered (or keen to achieve) and relish lots of structure and support. You’ll be highly motivated and keen to make your mark.

Are you interested?

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