Chartered Financial Adviser
Newcastle
Competitive Salary
Permanent
Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team. This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Key Responsibilities:
- Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning
- Develop and maintain strong relationships with clients, offering a holistic approach to financial planning
- Conduct thorough fact-finding to understand client needs and objectives
- Prepare and present detailed financial plans and recommendations
- Stay up-to-date with market developments, regulatory changes, and best practices in financial advice
- Maintain compliance with all industry regulations and company policies
Key Requirements:
- Chartered Financial Planner status (CII or equivalent)
- Proven track record of managing a client portfolio and delivering high-quality advice
- In-depth knowledge of pensions, investments, tax planning, and protection products
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients
- Ability to work independently and as part of a collaborative team
- Demonstrable commitment to continuous professional development and maintaining industry knowledge
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