Financial Adviser

Newcastle Upon Tyne
16 Nov 2018
10 Dec 2018
Contract Type
Full Time
Job Title: Financial Adviser

Self Employed/ Employed

Location: Newcastle

Due to continued expansion, a prestigious IFA Practice is looking for establishished Independent Financial Adviser to join the organisation and assist in dealing with increasing levels of demand.

You will be Level 4 diploma qualified and working towards Chartered status with excellent relationship management skills.

My client is offering excellent packages for employed and self-employed advisers, please get in touch for more information.


Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises

Conducting in-depth reviews of clients' financial circumstances, current provision and future aims

Researching the marketplace and providing clients with information on new and existing products and services

keeping up to date with financial products and legislation

Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments

Ensure sufficient client information obtained and analyse information gathered

Undertake sufficient product and market research in conjunction with Paraplanners

Assisting clients to make informed decisions

Promoting and selling financial products to meet given or negotiated sales targets


Excellent communication, interpersonal and listening skills

Self-motivation and organization

The requisite generic financial services knowledge and Level 4 qualification

Detailed knowledge and understanding of the firm’s record keeping requirements

A good level of numeracy and IT skills

Discretion and an understanding of the need for client confidentiality

Working towards Chartered status is an advantage

If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for

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