Junior Financial Planner (Desk-Based)

Role: Junior Financial Planner (Desk-Based)Salary: Negotiable + BonusLocation: Newcastle (Hybrid)A well-established, modern, independent financial planning firm is looking to add a Financial Planner to its growing team. This is an excellent opportunity to join a genuinely client-focused business that prioritises long-term relationships, high-quality advice, and the highest professional standards.The firm advises a broad and diverse client base and continues to grow year on year. It has also built a strong reputation for developing its people and supporting long-term career progression.The RoleDue to the redistribution of clients within the business, the firm is looking to appoint a Financial Planner to take over an existing client bank. This portfolio includes clients with a wide range of financial planning needs across pensions, investments, tax, and protection.The role offers strong training and development opportunities. Client meetings are primarily conducted virtually, with some in-person meetings required for clients visiting the office.This position would suit an individual who holds the Level 4 Diploma in Financial Planning, has experience within an IFA or financial planning firm, and is now looking to transition into an advice-focused role. Strong communication skills and a client-first mindset are essential.Key ResponsibilitiesProvide holistic financial planning and regulated advice across a wide range of case typesConduct detailed fact-finding, cashflow modelling, ..... full job details .....