IFA (Newcastle)

Financial Adviser / IFA

Salary: Up to £75,000 (depending on experience and qualifications)
Location: Newcastle (Hybrid working available)
Job Type: Full-time, Employed

Are you a qualified Financial Adviser looking to join a respected national firm with a strong support structure and a client-first approach? We’re working with a leading UK-wide financial planning company with multiple offices, currently seeking a Financial Adviser to join their Newcastle team.

 

The Opportunity:

You’ll be delivering holistic financial planning to both new and existing clients, offering tailored solutions that align with their goals. With access to a strong client base, paraplanning and admin support, and a collaborative team environment, this is a fantastic opportunity for an adviser who wants to focus on quality advice and long-term relationships.

Key Responsibilities:

• Conduct comprehensive fact-finding and risk profiling
• Deliver personalised financial planning across pensions, investments, tax, and protection
• Manage and review client relationships in line with service standards
• Generate new business opportunities and support firm-wide growth
• Collaborate with paraplanners, administrators, and compliance teams
• Maintain accurate, compliant client records and documentation

What We’re Looking For:

• Level 4 Diploma in Financial Planning (Chartered or working towards Level 6 preferred)
• CAS status and current SPS
• Minimum 2–3 years’ experience in a financial advice role
• Strong knowledge of pensions, investments, tax planning, and protection
• Excellent communication, relationship-building, and organisational skills
• Experience with Intelligent Office (IO) is desirable

What’s on Offer:

• Competitive salary up to £75,000
• Hybrid working flexibility
• 25 days holiday + bank holidays
• Pension scheme, life assurance, and other standard benefits
• Discretionary bonus and career development opportunities
• Supportive, collaborative team culture with national infrastructure

If you’re a motivated adviser looking to join a forward-thinking firm that values professionalism, client care, and long-term growth, we’d love to hear from you.