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Senior Wealth Planner High-Net-Worth Clients
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-03-07
Listing for:
Pavilion Recruitment Solutions
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Newcastle upon Tyne
A financial advisory firm in the United Kingdom is seeking an experienced Financial Advisor to provide sophisticated financial advice to high-net-worth clients. The ideal candidate will have a strong background in financial planning, proven client relationship skills, and the ability to manage significant portfolios. You will develop holistic financial plans, conduct insightful reviews, and ensure compliance with regulatory standards. This role includes travel for client meetings and offers ongoing professional development to enhance your advisory capabilities.
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Position Requirements
10+ Years
work experience
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