Financial Adviser jobs in Yarm

We are a bespoke independent Financial Planners, based in Darlington. Due to an extremely busy period of business, we are now looking to expand by adding a new member to the Financial Planning team.

Director opportunity after 12 months

The opportunity here is for a reliable/enthusiastic Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s client's moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA/Bancassurer with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, you will have the chance to work with a number of new enquiries and existing connections. Our main business is Investment and Pensions. However, we are increasing busy with new mortgage enquiries. You will have the option of a rewarding Salary and Benefits package or the option of a self employed package. Excellent fee split for adviser. Potential for future partnership/equity within the business.

Trainee IFA will be considered

Full Paraplanning and admin support available.

What’s needed for me to be considered?

• Hold previous experience within an IFA /Bancassurance/ Financial Planning Practice
• Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
• Previous experience dealing with High Net Worth Clients desirable but not essential
• A strong understanding of Pensions and Investment products advantageous.
• High earning potential for the right candidate.

Work remotely

• No

Job Type: Full-time

Pay: £75,000.00-£85,000.00 per year

Additional pay:

• Bonus scheme

Schedule:

• Monday to Friday

Experience:

• Advising: 1 year (Preferred)

Work Location: In person