Financial Advisor

Alnwick

Salary Competitive

Permanent

We are delighted to be working with a highly reputable financial advisory firm based in Northumberland, committed to delivering tailored financial solutions to a diverse client base.

We are delighted to be working with a highly reputable financial advisory firm based in Northumberland, committed to delivering tailored financial solutions to a diverse client base.

The team is dedicated to providing exceptional service and building long-term client relationships, and is seeking like-minded individuals to join them on a permanent basis.

The successful candidate will provide comprehensive financial advice and planning services to clients across the region. This role is perfect for someone with a passion for financial planning, we are open to all levels of experience.

Key Responsibilities:

• Provide expert financial advice to clients, including investment, retirement, and tax planning.
• Develop and maintain strong client relationships.
• Conduct detailed financial assessments and create personalised plans.
• Stay up-to-date with industry regulations and changes.
• Collaborate with colleagues to enhance client service and business growth.

Requirements:

• Diploma in Financial Planning (DipPFS) or be studying towards.
• Proven experience as a Financial Planner or similar role.
• Strong knowledge of financial products, investment strategies, and regulations.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work on-site full-time.

Benefits:

• Competitive salary and performance-based bonuses.
• Professional development opportunities.
• Supportive and collaborative work environment.
• Pension scheme and additional employee benefits.