Wealth management advisor Work, Jobs in Durham, Dur (with Salaries)

Apprentice financial advisor
TC-Group —Newcastle upon Tyne
- Full-time
- Financial services
- Communication skills
- Annual leave
Quick apply
Patient Care Advisor - RTT Tracker
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —North Shields
- £25,760 - £27,476 a year
- Full-time
10d
Private Client Tax Manager
RMT —Durham
- Mentoring
- Leadership
- Tax experience
Quick apply
Claims Governance, Risk and Compliance Manager
AIOI NISSAY DOWA INSURANCE MANAGEMENT LIMITED (ANDIM) —Newcastle upon Tyne
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee assistance programme
Private Client Tax Manager
RMT Accountants & Business Advisors —Durham
- Mentoring
- Leadership
- Tax experience
RBC Brewin Dolphin - Technical Advice Manager
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Business development
- Analysis skills
- IT

Related jobs to explore

Based on your search for wealth management advisor

Health Advisor/ Admin - Harrogate
MyHealthcare Clinic —Harrogate
This could be from retail, hospitality, healthcare or other relevant industry. Efficient worker with excellent time management and organization skills with a…
From £20,000 a year
Quick apply
People Business Partner
Tritility Limited —Jarrow
Have worked in a growing SME, sales environment, contact centre, founder led business, PE backed business or another fast moving commercial setting.
Up to £50,000 a year
Quick apply

I want to receive the latest job alerts for wealth management advisor in durham, dur

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management advisor jobs near durham, dur

Apprentice financial advisor

TC-Group -
Newcastle upon Tyne

Quick apply

Job details

Full-time

Benefits

Annual leave

Qualifications

Financial planning
Pension
Driving Licence
Financial services
Communication skills
A Level

Full job description

Job Advert

Apprentice Financial Advisor – Newcastle (City Centre Office)

Salary – Apprentice + Study Support + Career Progression

Hours - Monday to Friday, 37.5 hours per week, permanent

Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 5 days)

Start your career in Financial Services.

Are you ambitious, people-focused, and ready to build a rewarding career in financial advice? We’re looking for a motivated Apprentice Financial Advisor to join our growing team and take the first step toward becoming a fully qualified professional in the industry. The role is an excellent opportunity to grow your career and progress to taking over the client bank.

We’re looking for candidates to start in September 2026.

What You’ll Do & Learn

As a Apprentice Financial Advisor, with the TCG Financial Planning (Newcastle) Office you will:

Support senior advisors with new business client meetings, research, and financial planning tasks
Respond to enquiries, provide client introduction questionnaires and onboarding new clients
Learn how to assess client needs and provide tailored independent financial guidance
Work towards industry-recognised qualifications (e.g. Certificate in Financial Services Level 3) with full study support,
Progression to Trainee Independent Financial Adviser following completion of level 3, leading to level 4 UK Qualified Independent Financial Adviser Status (2 / 3 year qualification programme) where you’ll achieve the Diploma for Financial Advisers (DipFA®)
Build long-term relationships with clients, helping them plan for a secure financial future
Gain hands-on experience across pensions, investments, protection, and wealth management
Understanding financial markets, systems and regulations.
Practical skills in systems, processes and compliance.

What We’re Looking For

You don’t need prior financial services experience — just the right mindset.
We’d love to hear from you if you have:

A strong interest in finance, wealth management, or financial planning
Excellent communication and relationship-building skills
Tech savvy and a keen interest in systems
High levels of integrity, professionalism, and attention to detail
Motivation to study and achieve professional qualifications
A proactive and positive approach to learning
Self-motivated, process driven
Minimum qualification; UK Level 3 Qualifications (A-levels or Equivalent Quals)
Higher UK qualifications (HNC/HND and or Degree) at or above Level 4 preferrable
UK Driving License preferrable

What We Offer

Full study support towards industry qualifications - (e.g. Certificate in Financial Services Level 3) with allocated time to study level 3 qualification within a structured training programme.
Membership to UK Regulated Financial Institute to gain Professional Adviser Status.
Mentoring from experienced advisors
Clear progression route into a fully qualified (Level 4) Diploma for Financial Advisers (DipFA®)
Apprentice salary (1st year) with performance-related incentives
Progression to competitive salary with incentive scheme from year 2
Supportive, professional, collaborative working environment

Why Join Us?

This is a fantastic opportunity to build a long-term career with unlimited potential. You’ll gain valuable expertise, earn respected qualifications, and make a genuine difference in people’s lives by helping them make smart financial decisions.

About us

TC Group is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners, SME’s and large Corporations and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses.

We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.

We can only accept applications from candidates who are based in the UK and unfortunately, we are unable to provide Sponsorship.

Quick apply

Refine Your Search

wealth management advisor jobs in durham, dur

Apprentice financial advisor

Patient Care Advisor - RTT Tracker

Private Client Tax Manager

Claims Governance, Risk and Compliance Manager

Private Client Tax Manager

RBC Brewin Dolphin - Technical Advice Manager

Related jobs to explore

I want to receive the latest job alerts for wealth management advisor in durham, dur

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected