Financial Adviser Wealth Planning​/Investment Management firm

MI Search Ltd

Newcastle

Position: Financial Adviser Wealth Planning / Investment Management firm

This respected national wealth planning and investment management firm with nearly 20,000 clients across the UK is currently seeking an experienced financial adviser to join its growing team in the Newcastle area.

In this role you will be provided with clients and leads from the business and regionally based administration and paraplanning support. Your role will be to service clients provided and grow the client bank and identify new advice opportunities with clients.

You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but ideally working towards or hold Chartered status (CII or equivalent) and have a high quality and client focussed approach to financial planning.

This role is an employed position with a basic salary to £70,000, bonus and benefits. More Detail

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