Financial planner Work, Jobs in Sunderland, Twr (with Salaries)

Corporate Financial Planner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Communication skills
- Time management
- Referral programme
Financial Planning Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
4d
Paraplanner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme

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Financial Planning Client Administrator
Evelyn Partners —Newcastle upon Tyne
Hybrid working: Initially will require 6 months full time in office through probation then move onto hybrid pattern of 3 days in office and 2 days working from…
Quick apply
4d
Financial Administrator
Perspective Financial Group —Newcastle upon Tyne
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and…

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financial planner jobs near sunderland, twr

Corporate Financial Planner (Newcastle upon Tyne)

Perspective Financial Group
Newcastle upon Tyne

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Communication skills
Time management

Full job description

Perspective (North East) Ltd

Job Description

We are currently looking for an experienced Corporate Financial Planner to join our team in Newcastle. The successful candidate will have extensive knowledge in providing clients with first class advice in line with the FCA regulations, ensuring a brilliant service. The successful candidate will inherit an existing client bank.

Office: Perspective (North East) Limited
Location: Newcastle upon Tyne
Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive, dependant on experience and qualifications (available upon request)

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Newcastle OfficeNorthumbria House21-23 Brenkley WayBlezard Business ParkNewcastle Upon TyneNE13 6DS

Requirements

Accuracy, attention to detail and the ability to explain complex information clearly and simply.
Strong communication skills; and the ability to ask appropriate questions of clients.
Good analytical, money management and planning skills.
Enthusiasm and willingness to assist clients.
Ability to manage own workload.
Flexible/adaptable to cope with change.
To be motivated, friendly and professional at all times; and provide impartial unbiased advice.
Excellent time management to ensure appointments are scheduled with realistic time frames.
Act in a professional manner when dealing with colleagues/stakeholders.
Ability to work as part of a Team; collaborating with the local team including Paraplanners and Administrators; and across the wider business as appropriate.
Detailed understanding of the advice process.
Detailed understanding of financial planning.
Detailed understanding of products and solutions to meet client needs.
Up to date knowledge of the financial market place.
Good understanding of regulatory requirements; including Consumer Duty requirements; GDPR; and anti-money laundering requirements.

Responsibilities

The key responsibilities include but are not limited to:

Build and maintain relationships with corporate clients
Oversee scheme renewals, including pension and risk-based
Deliver pension clinics to members
Provide advice to members in respect of appropriate investment strategies and at retirement advice
Working closely with a team of specialist corporate administrators.
Research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with recommendations.
Provide first class financial planning and advice to both existing and prospective clients.
Ensuring all financial planning and advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations.
Driving organic growth through generation of new corporate clients.
Keeping abreast of new industry developments; and researching the market to ensure that knowledge is current.
Keeping up to date with financial products and legislation.
Ensuring compliance with all requirements of an FCA certified function holder.
Ensuring CPD is completed on a rolling 12-month basis to the required standard and is sufficient and appropriate for the areas in which you are certified to provide advice and kept up to date at all times.
Maintaining performance standards in accordance with Consumer Duty outcomes and those outlined in the Key Performance Indicators section of the Training and Competence procedures.

Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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financial planner jobs in sunderland, twr

Corporate Financial Planner (Newcastle upon Tyne)

Financial Planning Client Administrator

Paraplanner (Newcastle upon Tyne)

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I want to receive the latest job alerts for financial planner in sunderland, twr

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Perspective (North East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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financial planner jobs in sunderland, twr

Financial Planning Client Administrator

Paraplanner (Newcastle upon Tyne)

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I want to receive the latest job alerts for financial planner in sunderland, twr

Explore jobs in more locations

Perspective (North East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you