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Newcastle Upon Tyne
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Private client Financial advisor

Private client Financial advisor

Alexander Lort

Posted 20 hours ago, valid for 4 days

Newcastle Upon Tyne, Northumberland NE19 2BG, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

We are seeking a qualified private client Financial Advisor, ideally Chartered, with a minimum of 5 years of experience in the independent financial advice sector.
The role involves advising clients on a full range of financial aspects, including inheritance tax planning, investment management, pensions, tax mitigation, and long-term care.
This position offers an opportunity to develop your career with one of the leading independent financial management companies in the UK, which has nearly 100 professionals.
The company has a client-centric culture and is multi-award winning, recognized by respected industry publications.
The role offers a very competitive basic salary, benefits, bonuses, free parking, 27 days of holidays plus bank holidays, and opportunities for hybrid work in the North East.

We seek a seek a qualified private client Financial advisor, a generalist ideally Chartered, although will consider someone who is keen to progress to chartered or close., with a minimum of 5 years experience within the independent financial advice sector to Join one of the leading independent financial management companies in the UK.

They advise clients across a full range of financial aspects inheritance tax planning, investment management, pensions, tax mitigation, long term care and other general financial planning issues.

This is an opportunity to develop your career with leading financial advisor, with almost 100 professionals. with a culture of teamwork, and client centric culture.

They are multi-award winning judged by respected Industry publications.

Hybrid work -North East Very competitive basic salary and benefits and bonus company & Individual . Free parking, Death in service cover and 27 days holidays +bank holidays, and staff events.

Please email in the first instant your CV

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