Financial Planner – Northeast Region
Location: Newcastle, covering the Northeast
Salary: Up to £65,000 base + Bonuses
Benefits: Comprehensive benefits package
Are you a talented and driven Financial Planner looking to join a leading Wealth & Investment Management organisation? We’re working with a national firm that offers integrated wealth management and professional services, managing over £47 billion in assets and serving a diverse client base.
This is an exciting opportunity to join their established Financial Planning team in Newcastle. You will play a key role in developing new business across the Northeast while working with high-net-worth clients with case sizes starting from £250,000. The role requires an entrepreneurial mindset and a solution-oriented approach, ideal for professionals passionate about building and growing client relationships.
Your Role:
As a Financial Planner, you will:
- Actively develop new business opportunities in the Northeast.
- Build and maintain strong client relationships through effective ongoing service, ensuring client retention and satisfaction.
- Lead client meetings and conduct annual reviews to adapt to changing client needs.
- Collaborate with internal teams, including Investment Management and Professional Services, to enhance client outcomes.
- Maintain and grow the New Business Pipeline (NBP).
What We’re Looking For:
- A relevant Level 4 financial qualification (or higher), with aspirations to achieve Level 7.
- Proven experience in winning and developing new business in the Northeast.
- Strong relationship management skills, with a track record of working effectively with internal and external stakeholders.
- An entrepreneurial and proactive approach to business development.
What’s On Offer:
- Competitive base salary of up to £65,000 plus bonuses.
- Comprehensive benefits package.
- A dynamic and collaborative working environment with opportunities for professional growth.
Sector:
- Financial Services
- Financial Planning
