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 of 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 [IFA/financial adviser] to join our team. 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
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