Job Description
Financial Planner | Newcastle £80,000 - £110,000 basic salary + annual, discretionary bonus Chartered status (or studying towards) required HNW clients to inherit A leading DFM business are looking for an additional Financial Planner to join their busy offices in Newcastle. The successful candidate will have responsibility for the development and subsequent management of a financial planning client base. You will lead business development activities, aligned to the group strategy and work to exceed targets. You will have a comprehensive understanding of core Financial Planning solutions and will have built knowledge through exposure to client planning scenarios. The business has capacity for you to inherit a significant number of HNW clients when you join, giving you a very supportive environment and opportunity to quickly learn processes and allow you to hit the ground running by getting out to meet with long-standing clients. The businesses offers a collaborative culture that enjoys each others successes and demonstrates longevity across the team.
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Financial Planner | Newcastle £80,000 - £110,000 basic salary + annual, discretionary bonus Chartered status (or studying towards) required HNW clients to inherit A leading DFM business are looking for an additional Financial Planner to join their busy offices in Newcastle. The successful candidate will have responsibility for the development and subsequent management of a financial planning client base. You will lead business development activities, aligned to the group strategy and work to exceed targets. You will have a comprehensive understanding of core Financial Planning solutions and will have built knowledge through exposure to client planning scenarios. The business has capacity for you to inherit a significant number of HNW clients when you join, giving you a very supportive environment and opportunity to quickly learn processes and allow you to hit the ground running by getting out to meet with long-standing clients. The businesses offers a collaborative culture that enjoys each others successes and demonstrates longevity across the team.
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