At a Glance
- Tasks: Build and manage your own client book with support from a strong referral network.
- Company: Well-regarded independent financial planning firm with a trust-based culture.
- Benefits: Competitive salary, tax-free bonus, private healthcare, and flexible working options.
- Other info: Dynamic environment with no line management and excellent career growth opportunities.
- Why this job: Enjoy genuine autonomy and the potential to earn significantly as your client base grows.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and relationship-building skills.
The predicted salary is between 42500 - 42500 £ per year.
Eventus Recruitment are seeking a Financial Adviser for a well-regarded IFA with a base in Manchester and offices across the North of England. This is a permanent, full-time role that is mostly home-based, three to four days from home with the option of office-based working in Manchester or any of the firm's northern offices, paying £42,500 basic (basic plus retention bonus) with a Y1 OTE around £50,000, a £3,600 tax‑free annual bonus, Vitality private healthcare and EV salary sacrifice.
The model is referral‑led and trust‑based: no line management, no daily check‑ins, and the freedom to build your own client book. Top performers earn £150,000 to £200,000 once their client bank matures.
About the Role
As Financial Adviser you will build and run your own client book, supported by an established accountancy referral network and a central research team. This is a relationship‑driven role with genuine autonomy, where your success comes from the referral relationships you build and the advice you give.
- Building referral relationships with accountants and solicitors
- Running client meetings across pensions, investments and protection
- Conducting ongoing client reviews as your book develops
- Personalising suitability reports drafted by the central research team
About You
This role suits a self‑starter who can build relationships and work without close oversight. The firm welcomes advisers earlier in their career, including those from restricted backgrounds, provided the instincts and motivation are there.
- Around one year of IFA experience, with restricted backgrounds welcome
- Level 4 Diploma in Regulated Financial Planning plus Competent Adviser Status
- Strong instincts for relationship‑building, as this is a referral‑led model
- Self‑motivation, as there is no daily oversight and that doesn’t suit everyone
Benefits and Rewards
Alongside £42,500 basic (basic plus retention bonus) and a Y1 OTE of around £50,000, you will enjoy genuine flexibility and the following benefits:
- £3,600 tax‑free annual bonus after probation, around £5,000 gross equivalent
- Top earners make £150,000 to £200,000 as their client bank matures
- 26 days’ effective holiday
- 5% employer and 3% employee pension contributions
- Vitality private healthcare
- EV salary sacrifice
- Death‑in‑service cover
- Three to four days from home, or office‑based if preferred
About the Firm
The employer is a well‑regarded independent financial planning firm, with around 40 advisers across multiple offices and close to £1 billion in client assets. What sets it apart is what isn’t there: no line management structure, no daily check‑ins, and no fixed expectation of office attendance, so advisers are trusted to run their own diaries and build their own books. The business is growing fast, adding 40 new accountancy referral partners this year, which gives a steady pipeline of warm introductions to build from. It is a genuinely autonomous, trust‑based environment, with the central research support to match.
Next Steps
Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.
Financial Adviser in Manchester employer: Eventus Recruitment Group
Join a well-regarded independent financial planning firm based in Manchester, where you will enjoy genuine flexibility and autonomy as a Financial Adviser. With no line management and the freedom to build your own client book, this role offers excellent earning potential and a supportive environment with a strong referral network. The company prioritises employee growth, providing access to a central research team and a culture that fosters trust and independence.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with accountants and solicitors in your area. Building those referral relationships is key to your success as a Financial Adviser, so don’t be shy about introducing yourself and sharing what you can offer.
✨Tip Number 2
Practice your pitch! You’ll need to run client meetings confidently, so rehearse how you present your advice on pensions, investments, and protection. The more comfortable you are, the better you’ll connect with potential clients.
✨Tip Number 3
Stay organised! With the freedom to build your own client book, it’s crucial to manage your time effectively. Use tools and apps to keep track of your meetings and follow-ups, ensuring you never miss an opportunity.
✨Tip Number 4
Apply through our website! We’re all about making the application process smooth for you. If this role sounds like a fit, don’t hesitate to hit that apply button and take the next step in your career with us!
We think you need these skills to ace Financial Adviser in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Adviser role. Highlight your relationship-building abilities and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share your motivation for becoming a Financial Adviser and how you plan to build those all-important referral relationships.
Showcase Your Autonomy:Since this role offers a lot of freedom, emphasise your self-motivation and ability to work independently. Share examples of how you've successfully managed your own projects or client relationships in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your details and get you on the path to joining our fantastic team!
How to prepare for a job interview at Eventus Recruitment Group
✨Know Your Numbers
As a Financial Adviser, you’ll need to be comfortable discussing figures and financial products. Brush up on your knowledge of pensions, investments, and protection plans. Be ready to explain how these products can benefit clients, as this will show your expertise and confidence.
✨Build Rapport
Since this role is all about relationship-building, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by sharing relevant experiences or asking insightful questions about their referral network. This will demonstrate your ability to foster relationships, which is key in this position.
✨Showcase Your Autonomy
The firm values self-starters who can work independently. Prepare examples from your past where you successfully managed your own projects or client relationships without close oversight. Highlighting your self-motivation will resonate well with the interviewers.
✨Understand the Company Culture
Research the firm’s approach to financial advising and its unique trust-based model. Be ready to discuss how you align with their values and how you can contribute to their growth. Showing that you understand and appreciate their culture will set you apart from other candidates.
