At a Glance
- Tasks: Build relationships with high-net-worth clients and provide expert financial advice.
- Company: Join a leading advisory business with a relaxed, supportive culture.
- Benefits: Earn between £80k to £120k, enjoy a great pension scheme and car allowance.
- Other info: Flexible remote work with opportunities across Manchester, Blackburn, Preston, and Fylde Coast.
- 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
Join a leading advisory business that champions a refreshing and relaxed work culture, free from the pressures of hard sales targets. With an attractive salary package ranging from £80k to £120k, outstanding pension schemes, and competitive car allowances, this role offers excellent career growth opportunities while allowing you to work remotely and engage with high-net-worth clients across the vibrant regions of Manchester, Blackburn, Preston, and Fylde Coast.
Contact Details:
BWD Search & Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors and industry professionals. Attend local events or join online forums to build relationships that could lead to referrals or job opportunities.
✨Tip Number 2
Show off your expertise! Consider hosting a webinar or writing articles on financial planning topics. This not only showcases your knowledge but also helps you stand out as a thought leader in the field.
✨Tip Number 3
Don’t underestimate the power of social media! Use platforms like LinkedIn to connect with potential employers and showcase your skills. Share relevant content and engage with others to increase your visibility.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it shows you’re serious about joining our team and makes it easier for us to find your application.
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 reflects the skills and experience mentioned in the job description. Highlight your diploma qualifications and any relevant financial planning experience to catch our eye!
Showcase Your Client Care Skills:Since excellent relationship and client care skills are key for this role, include examples of how you've built strong relationships with clients in your previous roles. We love to see real-life stories!
Be Clear About Your Technical Knowledge:We want to know about your technical knowledge across all areas of financial planning. Don’t hold back—list out your expertise and any specific areas you excel in to help us understand your strengths.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can get back to you quickly!
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 specific scenarios where you've applied your expertise, as this will show your depth of understanding and ability to handle HNW clients.
✨Build Rapport
Since excellent relationship and client care skills are key for this role, practice building rapport during the interview. Use active listening techniques and engage with your interviewer by asking insightful questions about their experiences and the company culture.
✨Showcase Your Flexibility
As the role involves working remotely and across various offices, highlight your adaptability and experience in managing relationships in different settings. Share examples of how you've successfully navigated remote work or collaborated with teams in multiple locations.
✨Discuss Career Progression
With a focus on career prospects, be prepared to talk about your professional development goals. Discuss how you plan to progress towards chartered status and how that aligns with the company's vision, showing that you're committed to growing within the organisation.
