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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

Are you Active’s next Financial Planner?

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active wants you

Do you consider yourself a leading Financial Planner?

Are you Chartered or on your way to being Chartered?

Would you like to work for the North East’s Employer of the Year?

Financial Adviser Job Description:

Role: Independent Financial Adviser / Chartered Financial Planner

Contract: Permanent Employed or Self Employed

Package: Extremely Competitive – based upon experience

Hours: 35 hours pw minimum on a flexible basis

Location: Stockton-On-Tees – or within a 30 mile radius

Essential:  

  • Chartered Financial Planner qualified (or working towards Level 6).
  • Minimum of 5 years client facing experience.
  • Good experience of Personal and Business Financial Planning
  • Experience of working with Professional Connections
  • Self Motivated and Driven Individual
  • Driving Licence

Job Description:

Manage and develop a portfolio of Financial Planning clients.

  • Meet with clients (and prospects) to understand their financial needs and objectives.
  • Deliver personalised financial solutions to help clients work toward their long-term financial goals.
  • Provide periodic reviews on the performance of their respective portfolios.
  • Develop and deepen client relationships.
  • Professionally represent the Firm through a variation of internal and external events.
  • Develop a productive relationship with professional referral partners.
  • Maintain the necessary personal standards expected by the Firm and the Regulator to maintain a CF30 position – CPD, TNA, etc
  • Motivate, encourage and support others in the team to ensure the Active culture is upheld at all times.

Still undecided? Watch our recent video here to find out why Active is such a great place to work

For further details, please contact Karl Pemberton, Managing Director via email kpemberton@nullactivefp.co.uk or visit the Active website


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Latest News

  • 22392

    Active Chartered Financial Planners is hoping to bring home a trophy in the Federation of Small Businesses (FSB) national awards. The Stockton-based firm, which has held the coveted ‘Chartered’ status since 2013, was named North East Employer of the Year in the regional competition in January this year, beating the two other finalists shortlisted in

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Testimonials

  • Having been a client of Active Finance for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I

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Active Financial Planners Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority