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Financial Advisor

Posted: 02/04/25
Recruiter:BMC Recruitment Group Ltd
Reference:2924000880
Type:Permanent
Salary:Competitive
Location:Northumberland
Description: 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.

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