Financial Planner

Financial Planner (Desk-Based)Job Title: Financial Planner (Desk-Based)Location: NewcastleSalary: Up to £55,000Job Reference: 10420Recruit UK are looking for a Financial Planner (Desk -Based). If you have a passion for financial planning and delivering outstanding client outcomes. Whether you''re currently working as a Paraplanner, Mortgage Adviser, Financial Planning Associate, or in a similar role, you''re looking for an opportunity to take the next step in your career within a supportive and forward-thinking environment.If you hold the Level 4 Diploma in Regulated Financial Planning and are looking to develop your career within a growing advice team, we''d love to hear from you.About the RoleThis is an exciting opportunity to join a highly successful and technology-driven financial planning team as a Financial Planner. You''ll provide desk-based financial planning advice and ongoing service to an established client bank, supporting clients with investable assets of up to £250,000.Working within a hybrid environment, you''ll focus on building strong client relationships, delivering holistic financial planning solutions, and helping clients achieve their long-term financial goals.As a Financial Planner, you will:Manage and develop relationships with an existing client portfolio.Proactively engage with clients to review their financial planning needs and deliver ongoing advice.Convert existing legacy clients to the firm''s ongoing service proposition.Provide holistic ..... full job details .....