Financial planner jobs in Newcastle Upon TyneCreate job alerts

Role Nigel James Associates is proud to partner with a nationally recognised wealth management company offering an exceptional opportunity in their Newcastle office. This role is ideal for either an experienced Paraplanner eager to transition into an Adviser role or a Junior Financial Planner role seeking to advance their career with a leading organisation, offering development and clear progression. As a Junior Financial Planner, you will work closely with Senior Financial Planners in the team supporting them with their HNW clients, gradually taking on more Adviser responsibilities. The role will be client facing and you will shadow the Senior Advisers in the team to grow your skillset, ultimately progressing into your own relationship manager role. As part of this you will be supported to develop your business acumen, build relationships, and expand your professional network independently. We are looking for a driven and ambitious individual committed to becoming a leading Financial Planner in the industry. Requirements You must be at least DipFS Level 4 qualified with experience working within the industry and have the relevant technical experience dealing with HNW clients. As mentioned, candidates that would be a good fit for this role will be Trainee Financial Planners or experienced Paraplanners looking for that next step in their careers. You must be professional, approachable, motivated to learn and progress. Why join? This company is one of the UK’s leading Wealth Managers, renowned for its excellent corporate benefits and supportive environment. This role presents a fantastic opportunity for the right candidate to accelerate their career through a structured program designed to fast-track your development and pave the way to becoming an industry-leading Financial Planner. What next? If you are a professional, experienced and driven financial planning professional, who is looking for to join a truly standout company, then please do apply or get in touch with one of our team to find out more.

Description Available working pattern: 08:00-16:00 08:00-17:00 09:00-18:00 As a Utilities Planner, you will be the key contact before works for the operational team. You will have full accountability for the planning & streetworks aspects of all works before they commence on site. You will ensure that all operational teams are able to undertake their work in line with the received push plans and requested dates as well as compliant with NRSWA and ensure that timescales are adhered to minimising any financial impact to the company. Key Responsibilities • Take ownership of the workstreams, coordinating the work from receipt, through to job completion, • Schedule work orders in accordance with SLAs, whilst optimising travel routes and increasing productivity, • Identify noticing issues and apply early intervention, to ensure that all information derived from inspections and other sources is correctly handled to ensure correct response from utilities and other promoters of Street Works activity and to minimise challenges to Section 74 invoices and FPNs, • Maintain timely and accurate input and uploading of information into the works management systems, ensuring that all issues are recorded and escalated, • Ensure that all the client and operational requirements are met in a professional and efficient manner, • Provide daily and weekly reports as required and to ensure that all service levels and objectives are achieved, • Provide a positive and innovative input into the team, through provision of solutions to problems and embracing change, • Ideally you will have experience working in Utilities previously, • Experience in a planning / coordinator role, • Ability to prioritise workload, multi-task and work under tight time pressures, • Excellent communication skills, • High attention to detail JBRP1_UKTJ

Preparing suitability reports and supporting documentation for Financial Planners. With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career. This role will suit somebody with current or r

Preparing suitability reports and supporting documentation for Financial Planners. With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career. This role will suit somebody with current or r

Merchandise Financial Planner Responsible for leading BRIS merchandise planning and in-season trading.

An established and growing wealth management practice is seeking an experiencedFinancial Plannerto join its advisory team based in theLondon / Gatwick / Crawley area. This is an excellent opportunity for a qualified adviser who is passionate about deliveringhigh-quality independent financial advicea

Financial Planner job offering future opportunities to join a growing advice businessAre you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the N

Nigel James Associates are delighted to be working with an SME Financial Planning company based in Buckinghamshire who are seeking an experienced Financial Planner to join their business. You will be fully supported by a dedicated Paraplanner.

A leading financial advice firm is hiring a Senior Training & Development Manager to enhance adviser capability and improve advice quality. This position requires someone with a strong background in financial planning and the ability to coach and supervise advisers.

A leading wealth management firm in Greater London is seeking an Associate Wealth Manager to support client management and gain exposure toward becoming a Chartered Financial Planner.

A modern financial planning firm in Greater London seeks a Financial Planner to join as a Partner. Candidates will leverage technology to provide holistic financial advice and build client relationships.

A leading jewellery brand is seeking a Merchandise Financial Planner to manage financial and qualitative merchandise plans.

A financial planning firm in London seeks a Junior Financial Adviser to join its team. Ideal for Level 4 qualified individuals wishing to develop in a supportive environment, this role involves advising an existing client base, managing structured financial reviews, and enhances skills toward full C

This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business. Are you an experienced Financial Planner seeking a rare opportunity

An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for 350 existing households with full back office support - retaining and developing relationships while identifying new inflows across both existing and newly introduced clients. Servicing F

Chartered Financial Planner status (CII) — essential. This opportunity would suit an established Chartered Financial Planner who:. AUM is seeking an experienced Chartered Financial Planner to join its London office.

Financial Adviser / Wealth Manager, Oxfordshire / London. This is fantastic opportunity for a high-achieving wealth manager or financial adviser to join a fast growing, owner managed wealth management and private office firm located in Oxfordshire and London. This includes investment advice, financi

A leading financial institution in the UK is seeking a Senior Financial Planner to manage complex client portfolios and deliver comprehensive financial plans. The position requires flexibility in working hours across multiple banking centres and a strong focus on client relationships and financial e

A Chartered Financial Planning firm in the UK is seeking a Financial Planner to join their team. You will focus on delivering tailored, independent financial advice, building long-term client relationships, and enjoying full administrative support.

A dynamic financial services startup in Greater London seeks a Financial Planner to join their growing team. In this role, you will own the advice process, curate financial plans, and maintain high standards of service while innovating processes.

An ultra-modern financial planning company is seeking experienced Financial Planners to join their innovative team in London. With a competitive salary, bonus potential, and a culture that values your input, this position is perfect for those looking to make a real impact in the financial sector.

As an Assistant Financial Planner, you’ll play a key role in supporting experienced Financial Planners and helping deliver tailored financial advice to a diverse client base. Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An

A leading financial services firm in the UK seeks an experienced Financial Planner to join their expanding team. In this varied role, you will onboard clients and provide personalized financial advice to help them achieve their long-term goals.

A leading financial planning firm is seeking a qualified Financial Adviser to deliver FCA-compliant financial advice across pensions, investments, and protection products. The ideal candidate will have a Level 4 Diploma and proven experience providing holistic financial advice.

If you’re a Senior Financial Planner who values quality advice, long-term client relationships, and being part of a business that genuinely supports its people, this role is well worth a look. Diploma Level 6 qualified or Chartered Financial Planner (or working towards Chartered). You’ll work wi

Investment Management and Financial Services. Director, Financial Services | Wealth Management | Asset Finance. A well‑established independent financial planning firm in North Leicester is keen to engage with an experienced adviser as the business continues to grow.

A financial services firm is seeking a Senior Financial Planner to deliver thoughtful and long-term financial planning advice to a diverse client base. You will collaborate with experienced paraplanners and specialists, focusing on building trust and managing client relationships in a supportive, te

Set up job alerts for “Financial Planner” roles. Paraplanner to support a growing team of advisors. Experience in a similar financial services support role.

A financial services company in Bury St Edmunds is seeking a Financial Planner Support to provide administrative assistance to Financial Planners. Candidates should be progressing towards the Diploma in Financial Planning and possess strong attention to detail.

Level 4 Diploma qualified (minimum); Chartered or Certified Financial Planner status preferred. Manage and grow a portfolio of private clients, providing comprehensive financial planning and investment advice. Maintain up-to-date technical knowledge of financial planning, tax, and related areas.

A leading financial services firm in Newcastle upon Tyne is seeking a Paraplanner to assist in transitioning to a Financial Planner role. The position involves gathering client information, preparing suitability reports, and supporting the financial planning team in meetings.

An excellent opportunity has arisen for a bright, motivated individual to work in a fast-paced office working closely with the Practice Principal in order to become a fully qualified Financial Planner. During the training programme for the role of Financial Planner, you will shadow client meetings,

In depth understanding of the financial planning process.

A leading financial advisory firm seeks an Experienced Financial Adviser to provide comprehensive financial advice and build long-term relationships with clients. The ideal candidate will have 3-5 years of experience and a Level 4 Diploma in Financial Planning.

Clear progression into a Financial Planner role within 1–2 years. Clear ambition to progress into a client-facing Financial Planner role. Level 4 Diploma-qualified (or near-qualified) Paraplanner.

A reputable financial planning firm in Wiltshire is seeking an experienced Financial Planner. The role offers a competitive salary between £50,000 and £60,000 and encourages a focus on delivering quality financial advice while inheriting a client base.

At NOVA, your title will be 'Financial Planner'. While a non-client facing role, you will get involved in all areas of financial planning and will be responsible for owning our end-to-end advice process, deciding the recommendations and curating the financial plans for our customers, whilst helping

The Financial Planner will prepare cash flow plans and work with the adviser to develop different scenarios and strategies and write Financial Review and Wealth Strategy documents. The Financial Planner will research and analyse existing solutions making recommendations focusing on in-depth advice (

A financial advisory firm in the UK seeks a Financial Planner to build a client base and support workplace financial wellbeing services. In this role, you'll generate new business and conduct thorough assessments of clients' financial needs. You will collaborate with a supportive team, ensuring comp

A respected financial planning firm is seeking experienced Financial Planners to join its advisory team in the UK. The ideal candidate will deliver comprehensive retirement and financial planning advice to individuals from major employers, focusing on client relationships without the need for prospe

We are recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring advisor in the Solihull area. You will be responsible for servicing an existing, loyal client base, maintaining

A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level e

Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of. Financial Planner £50 - £70,000 (Expected £80k in year 1), plus benefits and bonus. They have a highly att