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We’re extremely passionate about building relationships with both clients and candidates, offering a professional, honest and ethical service that delivers consistent results.

Financial Advisor

Salary: Salary negotiable depending on experience

Location: Newcastle

Job Type: Permanent

Gillespie Recruitment are delighted to be supporting a leading financial organisation in recruiting an experienced Financial Adviser.

 

Financial Advisor: The role

Servicing an existing client bank, the successful candidate will deliver holistic, personalised financial advice, whilst building new business via referral and other activity.  They will be comfortable in assessing the suitability of existing strategy and creating new financial plans

 

Our successful Financial Advisor will have:

 

  • Exceptional written and verbal communication skills and a strong command of the English language.
  • Good attention to detail and accuracy
  • Able to analyse and interpret quantitative and qualitative data with a view to diagnosing a challenge or opportunity and creating a suitable strategy for the client.
  • Presenting solutions to clients and technical subjects to fellow professionals.
  • Marketing and selling the firm’s proposition to prospective clients of the firm.
  • Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.
  • Comfortable working on own initiative, setting and managing personal goals, directing workflow and managing often conflicting deadlines.

The ideal candidate will –

  • Level 4 Diploma qualified as a minimum and able to demonstrate practical application of technical knowledge.
  • Current Statement of Professional Standing (SPS) and up to date CPD.
  • Strong awareness of regulatory regime and application to an independent advisory firm.
  • Has a good general knowledge of the financial planning and investment market and the ability to keep up to date with changes in financial regulations.

For further details of this opportunity please get in touch!

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