Chartered Financial Planner | Hybrid Role + Uncapped Bonus

Saltus Partners LLP; Newcastle upon Tyne; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in Newcastle is seeking an ambitious Financial Planner to join their team. The ideal candidate will demonstrate high-quality financial planning and relationship-building skills. Responsibilities include providing advice on retirement, legacy planning, and maintaining a client bank. This role offers a flexible hybrid working model, generous benefits, and a negotiable salary based on experience. Join a vibrant team dedicated to enhancing clients' relationships with their wealth.

Benefits

Generous holiday allowance

Private medical insurance

Pension

Income protection

Flexible benefits platform

Qualifications

• Must be currently working as a Financial Planner, ideally Chartered, with a minimum of 2 years experience.
• Industry relevant knowledge of Investments, ISAs, Bonds, pensions and Protection.
• Ability to prioritize tasks and manage time effectively under pressure.

Responsibilities

• Provide high quality advice to clients including goal based planning.
• Cultivate relationships with individuals, families, and business owners.
• Develop and maintain a client bank focusing on client centric financial planning.

Skills

Financial planning expertise

Excellent communication skills

Customer focus

Attention to detail

Education

Chartered Financial Planner (or close)

2 years experience in financial planning

Job description

A financial planning firm in Newcastle is seeking an ambitious Financial Planner to join their team. The ideal candidate will demonstrate high-quality financial planning and relationship-building skills. Responsibilities include providing advice on retirement, legacy planning, and maintaining a client bank. This role offers a flexible hybrid working model, generous benefits, and a negotiable salary based on experience. Join a vibrant team dedicated to enhancing clients' relationships with their wealth.