This permanent Financial Planner role in Newcastle upon Tyne, Tyne and Wear offers exceptional autonomy alongside a market-led salary tailored to your experience. You will provide holistic advice supported by a dedicated back-office team and comprehensive health and protection benefits.

Where you fit in

As a Financial Planner, you will deliver tailored holistic financial advice aligned to clear investment solutions for both new and existing clients. The position exists to expand client coverage across the North East, ensuring recommendations consistently deliver fair value, clear consumer understanding, and positive long-term outcomes while driving sustainable recurring revenue.

Your day to day

- Deliver compliant, holistic financial planning advice tailored to clients' evolving goals.

- Develop new business opportunities through professional introductions, client referrals, and networking.

- Collaborate with dedicated paraplanners and administrators to streamline report delivery.

- Ensure all client interactions strictly meet FCA regulations and Consumer Duty requirements.

- Maintain professional competence and continuous professional development records.

Financial Planner Requirements

- Current or recent CAS status as a Financial Planner or Financial Adviser (essential).

- Level 4 Diploma in Financial Planning or equivalent (essential).

- Proven track record delivering holistic financial advice across pensions, investments, and protection (essential).

- Demonstrated relationship management and ethical business development capabilities (essential).

- Thorough working knowledge of FCA compliance standards and Consumer Duty outcomes (essential).

About the business

You will join an established, national financial planning practice. The firm operates with a high ratio of back-office support per adviser, fostering a collaborative, structured environment that prizes professional development, client care, and forward-thinking technology.

Financial Planner Benefits

-Salary between £60,000 - £75,000

- Hybrid working pattern requiring just one day per week in the Newcastle office.

- Working hours featuring an early finish every Friday at 2:15pm and flexible starts.

- 28 days annual leave, plus bank holidays and your birthday off.

- 5% employer-matched pension contribution after qualifying service.

- Group income protection providing 80% salary cover and 4x salary death-in-service.

- Structured career development and qualification progression support.

What happens next

Your application comes directly to Premier Jobs UK. Our team reviews every submission and replies to every candidate, ensuring you receive clear feedback rather than silence. Where your background aligns, we schedule an introductory call to discuss your goals in depth. We operate with strict confidentiality and never forward your details to our client without your explicit consent.

To explore this Financial Planner role in Newcastle upon Tyne, apply with your CV today.

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.