Remuneration: Competitive

Part time or full time considered

Permanent

Based in Newcastle upon Tyne and working from home

Savage Silk was created to provide a complete and comprehensive service to entrepreneurs, companies, individuals and families for all their legal and financial requirements.  It had become apparent as the legal market developed that clients wanted one company they could rely on to provide a holistic service.   We support a broad range of clients, who are without exception successful and driven.  Our multi-disciplinary approach will provide a responsive, seamless, discrete and high-quality solution to their legal, financial, insurance and investment requirements.

We are looking for a talented financial adviser to join our team.  A client following would be desirable but is not essential. As a minimum, you will need to be Level 4 Diploma qualified and studying towards Chartered Status and have some experience of dealing with high net worth portfolios.

In addition, you will need:

  • A background in the high net worth private client market
  • Comprehensive knowledge of wealth structuring tools, investment approaches and application of these with high net worth clients
  • Proven diagnostic, problem solving and decision-making skills

The ideal candidate will be:

  • Smart and well presented
  • Professional and customer focussed
  • Able to work without supervision
  • Proficient in IT
  • Flexible with a “can do” attitude who is able to work under pressure and to tight deadlines
  • Prepared to support the company’s Centralised Investment Proposition
  • Enthusiastic, well organised with a positive attitude and a willingness to learn

Responsibilities will include:

  • Developing new business from clients
  • Raise awareness of the full service offering of the company
  • Provide comprehensive and accurate financial advice to clients across all areas of advice
  • Carry out ongoing advice reviews with clients
  • Ensure the culture of TCF is embedded in all activities and compliance standards are maintained
  • Ensure all referrals are acted upon and converted where possible
  • Report to the Directors of the business and comply with the firm’s Compliance regime

If you thrive within a busy and challenging environment and are seeking a hands-on role offering a friendly and supportive work place, please send your CV to Helen Casely at helen.casely@savagesilk.co.uk.