Financial planner Work, Jobs in Sunderland Sr2 (with Salaries)

Financial Adviser
Partnership Recruitment —Sunderland
- Administrative experience
- Communication skills
- School
17h
Corporate Financial Planner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Communication skills
- Time management
- Referral programme
Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
7d
Senior Paraplanner
RGH‑Global Limited —Newcastle upon Tyne
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme

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Corporate Financial Planner (Newcastle upon Tyne)
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Paraplanner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.

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Financial Adviser

Partnership Recruitment
Sunderland

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Job details

17 hours ago

Qualifications

Administrative experience
Communication skills

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

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financial planner jobs in sunderland sr2

Financial Adviser

Corporate Financial Planner (Newcastle upon Tyne)

Client Administrator

Senior Paraplanner

Paraplanner (Newcastle upon Tyne)

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