Financial Planner / Client Director (Early Career Focus)
Location: North East England with regional travel
Salary: Up to £80,000 plus £6,000 car allowance
An established, relationship-led private bank is looking to appoint a Financial Planner / Client Director to join its Wealth Management team in the North East.
This opportunity is ideally suited to individuals in the early stages of their advisory career who are looking to develop within a highly supportive, long-term environment. The organisation is known for its client-first culture, lack of sales pressure and strong investment in professional development, including full support toward Chartered status.
The Opportunity
- Join a highly respected private banking and wealth management business
- Work alongside experienced Client Directors and established branch teams
- Build a long-term career with clear progression and structured development
- Benefit from a non-sales driven environment with no bonus culture
- Receive full support toward achieving Chartered Financial Planner status
Key Responsibilities
- Build and maintain relationships across the branch network to support business development
- Develop your own portfolio of clients over time
- Deliver holistic financial planning advice across investments, pensions, tax and estate planning
- Understand client objectives, risk appetite and capacity for loss
- Work collaboratively with internal specialists across tax, pensions and investment management
- Support senior colleagues with client relationships where appropriate
- Ensure all advice is compliant and aligned with internal risk frameworks
Candidate Profile
- Level 4 Diploma qualified (minimum requirement)
- Currently in an advisory role or in the early stages of advising
- Up to approximately 6 years’ experience within financial planning
- Strong desire to progress toward Chartered status
- Excellent communication and relationship-building skills
- A long-term, client-first mindset
Location & Travel
- North East based role
- Supporting a regional patch including Newcastle, Yorkshire, County Durham and Teesside
- Regular travel across the region required
Salary & Benefits
- Salary up to £80,000 depending on experience
- £6,000 car allowance
- 15% non-contributory pension
- No bonus structure, reinforcing a focus on client outcomes
- Full support for professional qualifications and career progression
Why Apply
This is an excellent opportunity for an ambitious Financial Planner to develop within a highly respected organisation that prioritises quality advice, long-term relationships and career growth.
Sector:
- Financial Services
- Financial Planning
