Financial Adviser – Newcastle (Hybrid / Flexible Working)

Salary: £45,000–£55,000 + bonuses (OTE £80k+) Hybrid Working: Fully flexible – office optional depending on preference Firm Type: Growing, well-respected financial planning firm with strong infrastructure

Why this role is genuinely attractive for advisers

This is a superb opportunity for a Financial Adviser who wants security, quality clients and a supportive environment without the pressure of aggressive sales targets or cold-lead chasing.

You’ll join a growing, reputable firm with a strong presence across the North East. They offer a warm, loyal client bank, consistent lead flow, and full back-office support — allowing you to focus on what you do best: building relationships and delivering high-quality advice.

If you’re looking for a role where you can grow your earnings, develop professionally and enjoy long-term stability, this is it.

What you’ll be doing

You’ll take responsibility for a portfolio of existing clients while also benefiting from new enquiries generated through the firm’s strong marketing and referral channels. Your role will include:

• Managing and developing an existing client bank with long-standing relationships
• Conducting in-depth financial reviews and delivering holistic advice
• Working closely with paraplanners and administrators who handle research, reports and case processing
• Meeting clients both face-to-face and remotely, depending on preference
• Identifying planning opportunities across pensions, investments, protection and tax-efficient strategies
• Ensuring all advice is compliant, well-documented and aligned with FCA requirements
• Building long-term relationships and delivering a high-quality client experience

This is a role where you can genuinely focus on advice, relationships and client outcomes, not admin.

Support, development & progression

The firm invests heavily in adviser development and offers:

• A full paraplanning and admin team to support you end-to-end
• A steady stream of qualified leads from marketing, referrals and professional introducers
• Opportunities to work with HNW clients as your portfolio grows
• Support towards Chartered status if you want it
• Clear progression into Senior Adviser or Team Lead roles
• Regular CPD, technical workshops and access to high-quality training

If you want to build a long-term, stable career with increasing earnings, this firm will back you.

What they’re looking for

• Level 4 Diploma qualified (or very close to completion)
• Experience providing regulated financial advice
• Strong relationship-building skills and a client-first mindset
• Someone who values quality over volume
• A confident communicator who can work independently and collaboratively
• A desire for stability, long-term growth and a supportive environment

This role suits advisers who want to focus on advice, not admin, and who value a firm that treats clients — and staff — with care.

What you’ll get in return

• £45,000–£55,000 base salary
• OTE £80k+ with realistic, achievable bonuses
• Flexible hybrid working — no rigid office requirements
• A warm, established client bank
• Strong, consistent lead flow
• Full paraplanning and admin support
• 25 days holiday + bank holidays
• Support with further qualifications
• A stable, friendly, growing firm with an excellent reputation