At a Glance
- Tasks: Build relationships and provide expert financial advice to high-net-worth clients.
- Company: Join a leading advisory firm with a relaxed, supportive culture.
- Benefits: Earn between £80k to £120k, plus a great pension and car allowance.
- Other info: Flexible remote work and opportunities across multiple offices.
- Why this job: Make a real difference in clients' lives while enjoying excellent career growth.
- Qualifications: Diploma qualified financial planner with strong client care skills.
The predicted salary is between 80000 - 120000 £ per year.
BWD are working exclusively with a leading advisory business that has a refreshing and relaxed culture, distancing themselves from hard sales targets.
Requirements:
- Diploma qualified financial planner (chartered status or progression towards preferred).
- Excellent relationship and client care skills.
- Technical knowledge across all areas of financial planning.
Responsibilities:
- Work remotely and spend time across a number of offices within the region.
- Develop internal relationships with key stakeholders to enable access to HNW clients.
Salary & Benefits:
Basic overall package of £80k to £120k, outstanding pension scheme, competitive car allowance, and excellent career prospects.
Location:
Applications are invited from existing financial planners comfortable working in the Manchester, Blackburn, Preston, and Fylde Coast areas.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Sales and Consulting
Independent Financial Advisor in Manchester employer: BWD Search & Selection
BWD Search & Selection is an exceptional employer, offering a dynamic work environment where you can thrive as a Technical Paraplanner. With a strong emphasis on employee growth through full study support and clear career progression, coupled with a collaborative and values-led culture, you will find meaningful and rewarding opportunities to support UHNW families. The hybrid working model and competitive salary package further enhance the appeal of this role, making it an attractive choice for professionals seeking to make a significant impact in wealth planning.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at BWD.
✨Tip Number 2
Prepare for those interviews! Research the company culture at BWD and think about how your skills align with their values. Practise answering common interview questions, but also be ready to discuss your unique approach to client care.
✨Tip Number 3
Showcase your expertise! During interviews, share specific examples of how you've successfully managed client relationships or tackled complex financial planning issues. This will help you stand out as a candidate who can hit the ground running.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining a company that values a relaxed culture over hard sales targets.
We think you need these skills to ace Independent Financial Advisor in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Independent Financial Advisor role. Highlight your diploma qualifications and any relevant experience in financial planning. We want to see how your skills match what we're looking for!
Show Off Your Client Care Skills:Since excellent relationship and client care skills are key, don’t shy away from sharing examples of how you've built strong client relationships in the past. We love to see real-life stories that showcase your abilities!
Be Clear About Your Technical Knowledge:We’re after someone with solid technical knowledge across all areas of financial planning. Make sure to mention any specific areas you excel in, as this will help us understand your expertise better.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Stuff
Make sure you brush up on your technical knowledge across all areas of financial planning. Be ready to discuss your qualifications and how they relate to the role, especially if you're diploma qualified or working towards chartered status.
✨Build Rapport
Since this role emphasises excellent relationship and client care skills, practice building rapport during your interview. Think about how you can connect with the interviewer and demonstrate your ability to develop internal relationships with key stakeholders.
✨Showcase Your Flexibility
As the job involves working remotely and across various offices, be prepared to discuss your experience with remote work and how you manage your time effectively. Highlight any previous roles where you've had to adapt to different environments.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and how they support their advisors. This shows your genuine interest in the role and helps you assess if it’s the right fit for you, especially given their relaxed approach to sales targets.
