Financial Advisor

Financial Adviser

Location: North East England

Salary: £35,000 basic + Bonus Scheme

Job Type: Full-time, Permanent

Take the Next Step in Your Financial Planning Career

Are you a newly qualified Financial Adviser looking to build your experience within a supportive and established financial planning environment? We are working with a well-respected wealth management firm in the North East that is seeking an ambitious Financial Adviser to join its growing team.

The Role

• Conduct detailed client fact-finds and financial reviews.
• Understand clients objectives and create tailored recommendations.
• Research and analyse suitable financial planning solutions.
• Prepare and present financial planning reports.
• Provide ongoing servicing and review meetings.
• Build relationships with professional introducers and networking contacts.
• Ensure all regulatory and compliance standards are maintained.

About You

• Level 4 Diploma in Financial Planning (or equivalent).
• Competent Adviser Status (CAS).
• Excellent communication and relationship-building skills.
• Strong client-focused approach.
• Strong organisation and attention to detail.

What is on Offer?

• £35,000 basic salary.
• Attractive bonus structure.
• Ongoing mentoring and support.
• Access to an established client base.
• Genuine career progression opportunities.

Apply Now

If you are a newly qualified Financial Adviser looking to accelerate your career with a growing and respected financial planning firm, apply today or contact Reed Financial Services on 01914064146 for a confidential discussion.