schools financial adviser jobs in Tyne and Wear

Job Description Independent Financial Adviser - Stoke-On-Trent - Up to £65,000 We are working with a well-established and IFA with a loyal and local client base looking for a new adviser to join their team. They have grown well over the last 2/3 years and have a strong presence across social media as well as networking events. In this role there are circa 100 clients to be taken over with an...

Tired of bringing in massive commissions for big companies while seeing minimal reward? We're the UK's fastest-growing medical protection specialists, and we want one exceptional adviser to join our tight-knit team as we scale rapidly. The Opportunity: - The Niche: High-earning doctors (3x conversion rates, 40% higher case values) - The Leads: Warm, qualified prospects provided + bonus splits...

Job Description Are you a paraplanner (CII DipPFS qualified) who is seeking the opportunity to become a financial adviser? The opportunity - Provide both initial and ongoing independent financial advice across all areas of wealth management, including investments, pensions, estate and inheritance tax planning, trusts, and protection. (This role does not involve mortgage advice.) - Contribute...

You will be a key part of a busy insurance and mortgage broker’s office, supporting clients with professional advice, building strong client relationships and ensuring that our clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: Insurance

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Key Role Deliverables Personalised Financial Advice Generate leads through prospecting, networking and relationship-building.Meet with new customers to establish their financial goalsProvide holistic financial advice in the best interests of the customer by...

Job Description Job Title: Independent Financial Advisor Location: Newcastle upon Tyne Basic Salary: £45,000 - £60,000 subject to experience An exciting opportunity has arisen for an experienced Financial Advisor to join an established and progressive Financial Planning practice, who are looking to strengthen their team as a result of a retiring adviser, offering an established client bank of...

Job Description Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We’re seeking a professional, organised, and proactive individual to provide essential...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a...

Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial...

You will need Level 4, CAS or equivalent experience and the ability to generate at least £60 k gross or the clear plan to reach it.

You will work closely as part of a duty team, supporting colleagues and sharing responsibility for promoting student welfare, responding to concerns, and ensuring a safe and supportive environment. A strong team ethos and commitment to working together are essential. Please note that if you are successful to this role, you will require a DBS before you can commence in the role.

Life Insurance Adviser (Consultative – High-Net-Worth Clients) This is a rare opportunity to join one of the UK's most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You'll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships...

Job Description About Churchill: We are the people that bring you experts in soft FM services who are committed to enhancing spaces to enrich lives. Our brands are trusted by thousands of organisations across the UK to clean, secure and enhance workplaces, education environments, public transport, leisure destinations, open spaces and the critical links that keep our country running. As...

Job description A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Sunderland. This is an excellent opportunity to contribute to a high-performing team by supporting the delivery of exceptional client service and helping ensure efficient day-to-day operations within the financial advice process. Key...

Your newpany Join an iconic global brand at the forefront of innovation in heavy machinery. Hitachi Construction Machinery UK is seeking a dynamic, experienced, forward-thinking Financial Controller to partner with the CFO and help steer our strategic growth. If you’re passionate about strategic financial leadership, shaping financial excellence and driving transformation, this is the...

Leading Northern firm of chartered accountants and business advisors, employing c.1,000 staff across several offices and offering a wide range of audit, assurance, tax and advisory services, is seeking to recruit a Financial Reporting Advisory Manager or Senior Managers to support clients in navigating complex financial reporting challenges and delivering high-quality, compliant and insightful...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Part-time opportunity: Part-time Financial AdviserGrade 12Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial adviceAccess to in-segment market and existing networkDOFA/Fit & properA...

Tired of bringing in massive commissions for big companies while seeing minimal reward? We're the UK's fastest-growing medical protection specialists, and we want one exceptional adviser to join our tight-knit team as we scale rapidly. The Opportunity: - The Niche: High-earning doctors (3x conversion rates, 40% higher case values) - The Leads: Warm, qualified prospects provided + bonus splits...

You will lead the Advice Support Functions made up of our paraplanning and planning support teams. Making sure they’re working efficiently, consistently, and collaboratively across other teams, delivering high quality support to Advisers and clients. You’ll be the main person for team performance, hiring, development, and day-to-day operations.

You will be responsible for providing expert advice, building strong client relationships, and ensuring that your clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: - Client Consultations: Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and insurance needs.