Are you Active’s next Financial Planner?

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@activefp.co.uk or visit the Active website

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

Phone Us Email Us
Keep up to date

Sign up to our newsletter to keep up with all things Active.

Active Spirit

“Having been a client of Active 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 have no problem recommending him to other people.

Karl and Mike’s humanitarian mission to ‘forgotten’ Ukraine

27th February 2024

Our MD, Karl Pemberton signed up as ‘co-pilot’ back in January for local entrepreneur (and good friend) Mike Racz on his mercy-mission to Ukraine. Mike’s (originally solo) mission was launched…

Financial security in retirement tops list of clients’ 2024 concerns

26th February 2024

Regular contact with our clients is very important to us, so we were keen to hear their thoughts and opinions in our first client survey of 2024. Sent to 1085…

Welcoming two new additions to our team

26th February 2024

At Active Chartered Financial Planners we are very happy to announce the appointment of two new members of our growing team. Asif Sadullah, an experienced chartered financial planner has joined…