Gameplan Wealth
Employed Financial Adviser – Qualified Leads Provided
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Job Title: Employed Financial Adviser – Qualified Leads Provided
Location: Newcastle Upon Tyne (office-based with some client travel)
About Us
Gameplan Wealth is a growing wealth management firm specialising in supporting business owners and entrepreneurs with their pensions, protection, and financial planning. Founded by former professional athletes and experienced financial experts, we’re building a business designed for advisers who want to spend more time advising — not prospecting.
The Opportunity
We’re offering a rare employed role for a Level 4 qualified Financial Adviser (ideally CAS). Unlike most positions, you won’t be left to generate all your own clients:
- You’ll have qualified new appointments provided directly into your diary every week by our call centre team.
- On top of that, you’ll inherit a core client bank of business owners and entrepreneurs to manage and grow.
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This is a chance to focus on what you do best: delivering expert financial advice and building strong client relationships.
What You’ll Be Doing
- Advising entrepreneurs and SME directors on pensions, business protection, investments, and wider financial planning.
- Managing both new qualified leads and an existing client bank.
- Providing specialist advice in key areas such as shareholder protection, key person cover, relevant life policies, SIPPs, and retirement planning.
- Working closely with our paraplanning and compliance teams to deliver a high-quality, FCA-compliant service.
What We’re Looking For
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- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent).
- CAS status preferred (support available for sign-off if needed).
- Solid technical knowledge of pensions and protection planning.
- Confident communicator who enjoys working with business owners.
- Positive, proactive, and able to thrive in a fast-growing environment.
What We Offer
- Competitive base salary + performance-related bonus.
- Fully qualified new appointments in your diary every week.
- An existing client bank to inherit and build upon.
- Full support: paraplanning, compliance, and call centre.
- An ambitious, collaborative culture with opportunities to grow.
Package: Base salary + bonus + benefits (details discussed at interview).
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