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Independent Financial Adviser (Financial Services)

Ernest Gordon Recruitment
Posted 5 days ago, valid for 8 days
Location

Newcastle Upon Tyne, Tyne and Wear NE1 4LQ, England

Salary

not provided

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Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Independent Financial Adviser position offers uncapped income potential and a hybrid working model in Newcastle.
  • Candidates should have at least a Level 4 Financial Advice qualification and ideally be working towards Competent Adviser Status (CAS).
  • The role involves building a client portfolio with support from a marketing team, paraplanners, and practice support staff.
  • The company provides training and development opportunities through an internationally recognized training academy.
  • Salary is dependent on experience, qualifications, and skill set, with a guideline provided in the job listing.

Independent Financial Adviser (Financial Services)

Uncapped Income Potential + Hybrid + Qualification Support and Training

Newcastle

Are you looking to advance your financial advising career and work with an internationally recognised firm?

Do you want uncapped earning potential while building your own client portfolio and business?

This well-established company offers a wealth of financial expertise in investment planning, retirement planning, and inheritance tax planning. With a growing team, this company advises over 600 independent clients, spanning over 5 offices across the country.

You will have the opportunity to gain further financial qualifications through an internationally recognised training academy, as well as developing your own portfolio of clients.

This role would suit someone with a successful track record in their existing career or business, with an ability to discuss, question, negotiate and advise.

The Role offers:

  • Offices for advisers to use as a work place, in addition to working remotely, and meeting rooms available for client meetings
  • A marketing team to work with you on marketing strategies, client events, and social media
  • Practice clients to assist you in building your portfolio
  • Paraplanners who process retirement and investment planning and report writing
  • Practice support stuff to assist and handle administrative work, client correspondence, and arrange meetings, allowing you to spend more time face-to-face with clients
  • Development and training to help you achieve your goals

The Person:

  • Level 4 Financial Advice qualification, recognised by the Financial Conduct Authority (FCA)
  • Achieved or working towards achieving Competent Adviser Status (CAS)

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

  • Reference Number: BBBH17827a

Keywords: Financial, Finance, Planning, Advisory, Advising, Training, Qualified, Training, Tax, Investment, Adviser

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.