Financial specialist Work, Jobs in Esh, Dur (with Salaries)

Graduate Scheme - Financial Services
Reeves Independent —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
Quick apply
Data Analyst
Dawsongroup —Stockton-on-Tees
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
Quick apply
8d
Tenancy Support Officer
New Walk CIC —Stockton-on-Tees
- £13.21 an hour
- Part-time
- In-person
Quick apply
11d
Information Governance Manager
Somerset Bridge Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Management
- Presentation skills
- Financial services
- Annual leave
- Referral programme
Quick apply
9d
Business Operations Trainee
The Grad Scheme —Darlington
- From £24,800 a year
- Hybrid work
- Financial services
Arrears Executive
Tandem Bank —Durham
- Up to £29,000 a year
- Customer service
- Financial services
- Annual leave
- Employee discount
Quick apply
4d
Learning & Development Specialist/Coaching Professional
Tritility Limited —Jarrow
- Up to £40,000 a year
- Full-time
- Sales
- Microsoft Office
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
4d
Activities Co-ordinator
HC-One - St Margaret's —Durham
- £12.95 - £13.45 an hour
- Part-time
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
Quick apply
6d
Care Assistant
Orchard Healthcare Group —Houghton le Spring
- £12.71 - £12.96 an hour
- Employee assistance programme
Quick apply
Pharmacy Dispensing Assistant
QE Facilities —Gateshead
- £26,161.77 a year
- Part-time
9d
Care Assistant
HC-One - Greenways Court —Consett
- £12.95 - £13.45 an hour
- Annual leave
- Employee assistance programme
Quick apply
9d
Project Accountant - FTC
KP Snacks —Billingham
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Travel
- Employee discount
Quick apply
Paralegal - Serious Injury Newcastle
Irwin Mitchell —Newcastle upon Tyne
Specification Specialist
Univar Europe Ltd. —Middlesbrough
- Organisational skills
- IT
Head of Facilities Operations
Northumbria Healthcare - NHFM (Northumbria Healthcare Facilities Management) —Whitley Bay
- £79,504 - £91,609 a year
- Full-time
Vehicle Recovery & Remarketing Specialist
Tandem Bank —Chester-le-Street
- Up to £26,000 a year
- Annual leave
- Employee discount
Quick apply
Production Manager
Magnet —Darlington
- Monday to Friday
- Management
- Continuous improvement
- Employee discount
Quick apply
Practitioner Psychologist
Cygnet —Durham
- Up to £31,500 a year
- Part-time
- Free parking
- Paid training
EHS Specialist
Univar Solutions UK Ltd —Middlesbrough
- Leadership
Framework Manager
Assystem —Newcastle upon Tyne
- In-person

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Graduate Scheme - Financial Services

Reeves Independent
Newcastle upon Tyne

Quick apply

Job details

Full-time | Fixed term contract
£26,500 a year

Benefits

Additional leave
Cycle to work scheme
Company events

Qualifications

Financial planning
Report writing
Analysis skills
Bachelor's degree
Organisational skills
Financial services

Full job description

Want to get some first-hand experience at an award winning financial firm? Ready to kick start your career and earn a competitive graduate wage whilst gaining a qualification in Level 4 Diploma in Regulated Financial Planning?

We are looking for a recent graduate based in the Newcastle area to join our Graduate Scheme, designed for individuals eager to begin a career in financial planning. This opportunity is ideal for someone who is passionate about helping clients achieve their financial goals and is committed to building a long-term career in the financial advice profession.

Please note that this is not a graduate scheme for those seeking a role in accounting or accountancy—our focus is firmly on financial planning and client-facing advisory work.

About Reeves

Reeves Independent are a specialist firm of Independent Financial Advisers who help our clients to build financial security. We are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our growing teams which is why our salaries, training programmes and personal development schemes are among the most competitive in our industry.

Job Role

You’ll dive straight into the financial services industry with real responsibilities that might include:

Working with advisers to create advice: Learn the knowledge and understanding of financial advice by reading policy information & create the document our adviser will use to present to the client with a summary of their overall advice
Create Suitability Report Documents: Review & ensure advice given is correct by creating a suitability report that will then be sent to the client, with an overview of the advice they have agreed to, including advantages & disadvantages to that advice.
Communicate internally & externally: Certain decisions will be communicated within the business across different teams or in some cases, needing communicated externally, whether it is to clients or other product providers.
Be the first point of contact for clients: Handle incoming calls and queries professionally, providing a warm, helpful experience that reflects our commitment to excellent client service.
Organise adviser schedules: Work closely with advisers to manage their appointments and calendars, ensuring their time is used efficiently and clients are seen promptly.
Deliver outstanding service: Take ownership of the client journey by helping coordinate communication and support, ensuring every client receives a smooth and high-quality experience.

This role will give you a comprehensive view of the industry, setting the stage for a thriving career.

Education Scheme:

Qualification : Level 4 Diploma in Regulated Financial Planning

We’ll support you in passing the following financial services exams:

R01: Financial Services, Regulation & Ethics

R02: Investment Principles & Risk

R03: Personal Taxation

R04: Pensions & Retirement Planning

R05: Financial Protection

R06: Financial Planning Practice.

You’ll dive straight into the financial services industry with real responsibilities, including:

With guidance and revision materials provided, you’ll be set to become Level 4 qualified and prepared for future success.

Basic Information

Contracted Term:

2 years

Salary

Starting salary is £26,500 per annum.

Job Types: Full-time, Fixed term contract
Contract length: 24 months

Pay: £26,500.00 per year

Benefits:

Additional leave
Company events
Cycle to work scheme

Education:

Bachelor's (required)

Location:

Newcastle upon Tyne NE7 7TZ (required)

Work Location: In person

Quick apply

Refine Your Search

financial specialist jobs in esh, dur

Graduate Scheme - Financial Services

Data Analyst

Tenancy Support Officer

Information Governance Manager

Business Operations Trainee

Arrears Executive

Learning & Development Specialist/Coaching Professional

Activities Co-ordinator

Care Assistant

Pharmacy Dispensing Assistant

Care Assistant

Project Accountant - FTC

Paralegal - Serious Injury Newcastle

Specification Specialist

Head of Facilities Operations

Vehicle Recovery & Remarketing Specialist

Production Manager

Practitioner Psychologist

EHS Specialist

Framework Manager

I want to receive the latest job alerts for financial specialist in esh, dur

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