Financial adviser Work, Jobs in Newcastle Upon Tyne (with Salaries)

Financial Adviser
Partnership Recruitment —Sunderland
- Business development
- Communication skills
- School
Personal Wealth Adviser
Lloyds Wealth —Newcastle upon Tyne
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Account Handler - Commercial
Benefact Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
10d
Enquiry Coordinator
Reeves Independent —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Data entry
- In-person
- Phone etiquette
- Sick pay
Quick apply
1d
Operational Risk Specialist
Newcastle Building Society —Newcastle upon Tyne
- £35,691 - £48,228 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
- Employee assistance programme
8d
Project Manager
Newcastle Building Society —Newcastle upon Tyne
- £41,668 - £57,542 a year
- Full-time
- Hybrid work
- Financial services
- Annual leave
- Employee assistance programme
Client Services Specialist
WPS Advisory —Newcastle upon Tyne
- £27,420 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Maths
- Health & wellbeing programme
- Annual leave
Quick apply
10d
Account Executive
Benefact Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Customer service
- Business development
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
2d
Senior IFA Administrator
WPS Advisory —Newcastle upon Tyne
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Organisational skills
- Free parking
Quick apply
Employment Adviser
Reed In Partnership —North Tyneside
- £29,000 - £30,000 a year
- Full-time
- Sales
- Travel
- Mentoring
- Annual leave
- Flexible schedule
Financial Advice Support Coordinator - Family Leave Cover
Newcastle Building Society —Newcastle upon Tyne
- £26,513 - £31,757 a year
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
2d
Financial Planning Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
3d
Account Handler
Benefact Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
IT Hardware Asset Analyst
Newcastle Building Society —Newcastle upon Tyne
- Full-time
- Analysis skills
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
7d
Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Trainee Protection Adviser - Newcastle
L&C Mortgages —Newcastle upon Tyne
- £27,000 - £32,000 a year
- Full-time
- Communication skills
- Employee discount
Careers Adviser
Progress Careers —Gateshead
- £24,500 - £28,000 a year
- Communication skills
- School
- Employee discount
- Referral programme
Product Manager
Newcastle Building Society —Newcastle upon Tyne
- £49,734 - £72,312 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
- Employee assistance programme
2d
IT Service Desk and Support Manager
Newcastle Building Society —Newcastle upon Tyne
- Full-time
- Hybrid work
- Continuous improvement
- Annual leave
- Employee assistance programme
7d
Office Administrator (Part-time)
Pilling Financial —Morpeth
- Up to £26,500 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Flexible schedule
Quick apply
9d

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financial adviser jobs near newcastle upon tyne

Financial Adviser

Partnership Recruitment -
Sunderland

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Job details

Qualifications

Client engagement
Business development
Relationship management
Networking
Communication skills
Business lead generation

Full job description

The opportunity

Are you an ambitious Financial Adviser looking to join a growing business with access to existing clients and genuine long-term growth potential?
Inspire Financial North East is seeking a Wealth Adviser to join our Sunderland-based team. This role focuses exclusively on wealth and financial planning advice and does not include mortgage advising responsibilities.
You will benefit from introductions to existing clients, including review opportunities generated from an established client bank, helping you build momentum from day one while developing your own network for future growth.
We're looking for someone with the right mindset, motivation and commitment to delivering excellent client outcomes. Chartered status would be desirable, but attitude and ambition are far more important than a particular level of experience.

Benefits of the role

Access to an established client bank and review opportunities
Generous commission structure starting at 60/40 on all business in your favour, rising in the future
Ongoing support from experienced advisers and administration teams
Full administrative support
Flexible working arrangements
Income guarantee available
Opportunity to build significant recurring income
Supportive and collaborative environment
Long-term career progression opportunities

Responsibilities of the role

Deliver holistic financial planning and wealth advice
Conduct client reviews and build long-term advice relationships
Support existing clients while developing your own client bank
Generate additional business through referrals and networking
Work in accordance with all regulatory and compliance requirements
Collaborate with the Inspire Financial North East team to support client outcomes

What will you need to succeed?

Level 4 Diploma in Financial Planning (minimum)
Chartered Financial Planner status desirable but not essential
Strong client relationship and communication skills
High levels of self-motivation and personal drive
Entrepreneurial mindset with a focus on long-term success
Commitment to providing excellent ongoing client service

Why us?

This role would suit an ambitious Financial Adviser who wants to be part of a supportive community, values long-term client relationships and is motivated by the opportunity to build a highly successful advisory career.
Whether you're already established or looking for the right environment to accelerate your career, we are primarily interested in individuals who are driven, positive and eager to succeed.
Inspire Financial North East offers the platform, support and opportunities to help the right person thrive. Apply today to find out more.

Apply below and we can arrange a call with you.

Inspire Financial North East are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Apply Now

Refine Your Search

financial adviser jobs in newcastle upon tyne

Financial Adviser

Personal Wealth Adviser

Account Handler - Commercial

Enquiry Coordinator

Operational Risk Specialist

Project Manager

Client Services Specialist

Account Executive

Senior IFA Administrator

Employment Adviser

Financial Advice Support Coordinator - Family Leave Cover

Financial Planning Client Administrator

Account Handler

IT Hardware Asset Analyst

Client Administrator

Trainee Protection Adviser - Newcastle

Careers Adviser

Product Manager

IT Service Desk and Support Manager

Office Administrator (Part-time)

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