At a Glance
- Tasks: Help individuals and families navigate financial planning after life-changing events.
- Company: A leading firm in Greater Manchester with a strong social mission.
- Benefits: Flexible remote work, competitive salary, and comprehensive benefits package.
- Other info: Accelerated career growth with clear progression paths and supportive environment.
- Why this job: Make a real difference in people's lives while building a rewarding career.
- Qualifications: Experience in financial planning and a passion for helping vulnerable clients.
The predicted salary is between 38000 - 68000 £ per year.
What makes this Financial Planner job distinctive is the specific client demographic you will serve. You will work with individuals and families who have been affected by life‑changing injuries, helping to ensure their compensation awards last a lifetime. This is a role with a profound social purpose, centered on the mission of providing "life after life‑changing events" and protecting vulnerable individuals.
Location & Flexibility
While the firm’s head office is based in Greater Manchester, you can be based anywhere in the UK as the role does not require regular attendance at the office (usually around 1 day per month).
Key Highlights of the Opportunity
- High-Value Caseload: The average case size in excess of £2.5m, providing high-level technical advice.
- Financial Strength: The firm manages £1.5 billion in Assets Under Management (AUM) and maintains an exceptional 99% client retention rate.
- Growth & Stability: Privately owned: allowing for accelerated career growth.
- Clear Progression: Following a 3–6 month structured onboarding period, you will enter a clear career path with salary bands ranging from £38k–£68k (Consultant), £74k–£98k (Senior Consultant), to £110k+ (Director).
The Role
In this job of Financial Adviser, you will deliver high-standard regulated advice and holistic financial planning to a caseload of vulnerable clients. This involves leading annual reviews, collaborating with legal representatives on expert witness work, and contributing to new business activity via an established lead allocation process.
Comprehensive Benefits Package
- Car allowance
- 5.5% employer pension contribution.
- 28 days holiday (plus bank holidays) and Private Medical Insurance.
- BUPA cash plan and Critical Illness cover.
- Full study support for ongoing professional development.
- Flexible/remote working.
As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.
Financial Planner in Salford employer: Eventus Recruitment Group
As a Financial Planner with our firm, you will join a dedicated team committed to making a meaningful impact in the lives of individuals and families affected by life-changing injuries. With the flexibility to work remotely from anywhere in the UK and a strong focus on employee growth through structured career progression and comprehensive benefits, including a generous pension contribution and full study support, we foster a supportive and inclusive work culture that prioritises both professional development and personal well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Salford
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field, especially those who work with vulnerable clients. Attend industry events or webinars to make connections and learn more about the role.
✨Tip Number 2
Prepare for interviews by understanding the specific needs of your potential clients. Research how life-changing injuries impact financial planning, so you can demonstrate your empathy and expertise during discussions.
✨Tip Number 3
Showcase your passion for helping others. In your conversations, highlight any relevant experiences where you've made a difference in someone's life, especially in challenging situations. This will resonate with the firm's mission.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Planner in Salford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Planner. Highlight any experience you have with vulnerable clients or in financial planning, and don’t forget to mention your understanding of life-changing events.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for helping individuals and families, and explain why you’re drawn to this specific role. Make it personal and show us how you align with our mission.
Showcase Relevant Skills:In your application, emphasise skills that are crucial for this role, like empathy, communication, and technical financial knowledge. We want to see how you can make a difference in the lives of our clients.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Eventus Recruitment Group
✨Understand the Client Demographic
Before your interview, take some time to research the specific client demographic you'll be serving. Understand the challenges faced by individuals and families affected by life-changing injuries. This knowledge will help you demonstrate empathy and a genuine interest in their well-being during the interview.
✨Showcase Your Technical Skills
Given the high-value caseload, it's crucial to highlight your technical financial planning skills. Be prepared to discuss your experience with large compensation awards and how you've successfully managed similar cases in the past. Use specific examples to illustrate your expertise and problem-solving abilities.
✨Emphasise Your Social Purpose Alignment
This role is centred on a profound social purpose, so make sure to express your passion for helping vulnerable individuals. Share any relevant experiences or motivations that align with the firm's mission of providing 'life after life-changing events'. This will show that you're not just looking for a job, but are genuinely invested in making a difference.
✨Prepare Questions About Career Progression
With clear progression paths outlined in the job description, come prepared with questions about career development opportunities. Ask about the onboarding process and what success looks like in the first few months. This shows your ambition and eagerness to grow within the company, which can leave a positive impression on the interviewers.
