We are looking to recruit an experienced Financial Planner to strengthen our team and support the delivery of trusted financial planning to individuals, families, and business owners across the region.
Closing Date: 28/08/25.
Location: Bournmoor, County Durham.
Job Type: Full time, 35 hours per week. Permanent.
The Role
- Provide both initial and ongoing independent financial advice across all areas of wealth management, including investments, pensions, estate and inheritance tax planning, trusts, and protection. (This role does not involve mortgage advice.)
- Contribute to the growth and profitability of the firm through strong client relationship building, retention, and new business development.
- Ensure that all advice and documentation complies with FCA requirements and internal standards of quality, accuracy, and integrity.
- Work closely with our experienced and motivated paraplanners and support staff, who will provide dedicated technical and administrative assistance.
- Stay up to date with regulatory changes and maintain high professional standards through ongoing CPD and personal development.
The Candidate
- Level 4 Diploma in Regulated Financial Planning (required).
- Experience in a regulated financial advice or paraplanning role.
- Progression toward Level 6 / Chartered status (desirable).
- Strong knowledge of FCA regulations (e.g., COBS, Consumer Duty) and advice standards.
- Deep understanding of financial planning processes and product suitability.
- Strong verbal and written communication skills.
- Ability to assess cases critically and provide clear, reasoned input.
- Team-oriented with a proactive approach to supporting shared objectives.
- Proficient in financial planning tools (e.g., Voyant) and CRM systems (e.g., Xplan).
Who we are:
Three Counties Limited is a well-established firm of Chartered Independent Financial Advisers. Although owned & supported by the Chartered Accountancy business of Greaves West & Ayre, we are independent.
Our office is situated within the beautiful Lambton Park Estate surrounded by the countryside, making it a beautiful place to work. Just on the outskirts of Chester-Le-Street, County Durham, our modern office provides a pleasant working environment and is within proximity to local amenities.
At Three Counties Limited we value our staff; we are committed to their training and development. This is demonstrated by the fact that we receive long levels of service. Continuity of personnel is important to us, as it is essential in building and maintaining lasting relationships with our clients.
Our reputation has been founded on traditional professional values for over 30 years. We value our team and encourage and support our employees to progress to their full potential. There is a friendly atmosphere in our office, with many social events organised throughout the year, we like to encourage a good work-life balance.
Your salary will be competitive, based on experience and qualifications, with pension scheme, death in service and other benefits.
If you’re an experienced Financial Planner ready to join a firm that values integrity, independence, and long-term client relationships, and you feel have the skills and experience to be successful within this role, we would love to hear from you.
To apply, please send your CV and a covering letter to:
Phil Groom , HR
Greaves West & Ayre (Our sister organisation)
17 Walkergate, Berwick upon Tweed TD15 1DJ
Email: p.groom@gwayre.co.uk
