Associate Financial Planner
Location: Newcastle
Salary: Negotiable to around £55,000 + Excellent Benefits + Bonus
About Us
Our 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 Role
They are seeking a motivated individual to join their team in Newcastle as a 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:
- Support clients by understanding their needs and helping them achieve their financial objectives.
- Build and maintain strong client relationships through effective ongoing service, ensuring client satisfaction leads to new instructions and referrals.
- Conduct regular client reviews to ensure their financial plans align with changing needs and risk appetite.
- Work alongside Investment Management colleagues to strengthen and develop client relationships.
- Provide holistic financial planning strategies and solutions tailored to each client.
About You
The ideal candidate will have:
- A relevant Financial Planning qualification (Level 4 or above, with aspirations for Level 7).
- An up-to-date Statement of Professional Standing.
- Previous experience in a Financial Planning role, assisting with client needs. Experienced Paraplanners who have had a level of client exposure will also be considered.
- A strong understanding of financial products and the ability to communicate complex strategies effectively.
- Excellent written and verbal communication skills.
- The ability to manage client relationships and provide advice on a fee basis.
On offer:
- A competitive salary of up to £55,000 plus discretionary annual bonus
- Private medical insurance
- Life assurance
- Pension contribution
- A hybrid working model (role dependent)
- Generous holiday package with the option to purchase additional leave
- Shared parental leave
Sector:
- Financial Services
- Financial Planning
