Sandringham Wealth, Charlestown Financial adviser Charlestown In Person

Ensombl; Newcastle upon Tyne; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Newcastle upon Tyne seeks a fully qualified adviser to provide holistic advice focused on tax efficiency and wealth accumulation. The role involves building long-term client relationships and managing diverse financial instruments. The ideal candidate will have completed their qualifications and is motivated to work in a supportive and collaborative environment, with the potential for equity stake and revenue sharing.

Benefits

Base salary and share of revenue

In-house paraplanning and full admin support

Potential for equity stake

Qualifications

• Study completed in full, PY complete and on the register.
• Experience with trusts, companies, and SMSFs is beneficial.

Responsibilities

• Provide holistic advice to wealth accumulators.
• Focus on tax efficiency and growing wealth.
• Build and maintain long-term client relationships.

Skills

Holistic advice provision

Tax efficiency knowledge

Client relationship management

Education

Fully qualified adviser

Job description

We look after high income, time poor individuals, business owners, and families. When the business started 7 years ago we designed it to remove conflicts of interest - we are product agnostic, commission free, flat dollar fees focussed on client outcomes. Physically based in Newcastle, we look after clients in every state. We have strong referral relationships with accountants, brokers and a reasonable social media presence and are looking to grow.

About the role

Providing holistic advice to wealth accumulators with a focus on clearly articulated outcomes for clients. It's not uncommon for our clients to have trusts, companies, businesses and SMSF's, though the core of the advice is going to be tax efficiency, growing wealth and reaching financial independence. Collaborative approach to advice within the business means you're not flying solo. The role will suit someone who is keen to build a long term client base within the business, both bringing on new clients and looking after them ongoing. Physically based in Newcastle.

Perks and benefits

Base salary and share of revenue from the start. Inhouse paraplanning and full admin support. Supportive, tech and business focussed licensee - a help not a hindrance. The potential for an equity stake.

Skills and experience

Fully qualified adviser – study completed in full, PY complete and on the register.