Partner Transition Consultant – Newcastle

A Partner Transition Consultant in Newcastle supports complex partner exit cases, analysing data to mitigate risks and ensure suitable client outcomes. The role involves collaborating across departments to streamline transition processes, resolve stakeholder and client queries, and uphold regulatory standards including Consumer Duty principles. Technical skills required include data analysis, stakeholder engagement, and experience with financial services regulations. The position demands strong organisational and communication skills, with an emphasis on professionalism and empathy when handling sensitive matters. The role is suited to those with prior financial advice experience, particularly in client reallocation and process improvement within regulated environments.