Financial Planner - mbf. : Job Details

Location: Newcastle, covering the NortheastSalary: Up to £65,000 base + BonusesBenefits: Comprehensive benefits package

Are you a talented and driven Financial Planner looking to join a leading Wealth & Investment Management organisation? We’re working with a national firm that offers integrated wealth management and professional services, managing over £47 billion in assets and serving a diverse client base.

This is an exciting opportunity to join their established Financial Planning team in Newcastle. You will play a key role in developing new business across the Northeast while working with high-net-worth clients with case sizes starting from £250,000. The role requires an entrepreneurial mindset and a solution-oriented approach, ideal for professionals passionate about building and growing client relationships.

As a Financial Planner, you will:

• Actively develop new business opportunities in the Northeast.
• Build and maintain strong client relationships through effective ongoing service, ensuring client retention and satisfaction.
• Lead client meetings and conduct annual reviews to adapt to changing client needs.
• Collaborate with internal teams, including Investment Management and Professional Services, to enhance client outcomes.
• Maintain and grow the New Business Pipeline (NBP).

• A relevant Level 4 financial qualification (or higher), with aspirations to achieve Level 7.
• Proven experience in winning and developing new business in the Northeast.
• Strong relationship management skills, with a track record of working effectively with internal and external stakeholders.
• An entrepreneurial and proactive approach to business development.

• Competitive base salary of up to £65,000 plus bonuses.
• Comprehensive benefits package.
• A dynamic and collaborative working environment with opportunities for professional growth.