At a Glance
- Tasks: Provide financial advice to individuals affected by life-changing injuries, ensuring their compensation lasts.
- Company: A leading financial firm with a strong social mission and exceptional client retention.
- Benefits: Remote work, competitive salary, generous holiday, and full study support for professional growth.
- Other info: Accelerated career growth with clear progression paths and a supportive work 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.
Impactful Financial Adviser High-Value Caseload, Remote UK in Salford employer: Eventus Recruitment Group
As a Financial Adviser 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 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 Impactful Financial Adviser High-Value Caseload, Remote UK in Salford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role focuses on helping vulnerable clients, be ready to discuss how your experience aligns with their mission of providing 'life after life-changing events'.
✨Tip Number 3
Practice your pitch! Be clear about why you want to work as a Financial Adviser and how you can make a difference for high-value caseloads. Confidence is key, so rehearse your answers to common interview questions.
✨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 are proactive about their job search!
We think you need these skills to ace Impactful Financial Adviser High-Value Caseload, Remote UK in Salford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Adviser. Highlight your experience with high-value caseloads and any work you've done with vulnerable clients. We want to see how you can make a difference!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for helping individuals affected by life-changing events and explain why you're the perfect fit for our mission. Keep it personal and engaging!
Showcase Relevant Skills:In your application, emphasise skills that align with the job description, like financial planning expertise and client relationship management. We’re looking for someone who can deliver high-standard advice with empathy and professionalism.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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. Understanding the challenges faced by individuals and families affected by life-changing injuries will help you demonstrate empathy and insight during your conversation.
✨Showcase Your Technical Expertise
Since this role involves providing high-level technical advice, be prepared to discuss your experience with financial planning and managing high-value caseloads. Bring examples of how you've successfully navigated complex financial situations in the past.
✨Highlight Your Social Purpose Alignment
This position is centred around a profound social purpose. Be ready to articulate why helping vulnerable individuals is important to you and how your values align with the company's mission of providing 'life after life-changing events'.
✨Prepare Questions About Career Progression
With clear progression paths mentioned in the job description, come prepared with questions about career development opportunities. This shows your interest in long-term growth within the company and helps you gauge if it’s the right fit for you.
