At a Glance
- Tasks: Engage with warm clients to discuss pensions and retirement planning through pre-booked appointments.
- Company: Independent financial planning firm with a strong reputation and established lead sources.
- Benefits: Competitive salary, commission, tax-free bonuses, hybrid working, and private healthcare.
- Other info: Join a dynamic team with excellent career growth opportunities and support.
- Why this job: No cold calling; focus on helping clients with their financial futures from day one.
- Qualifications: 1+ years' IFA experience and Level 4 Diploma in Regulated Financial Planning preferred.
The predicted salary is between 45000 - 45000 € per year.
I'm recruiting Financial Advisers in Altrincham for the desk-based proposition of an independent financial planning firm. £45k basic + commission, Y1 OTE c. £73,000, with day-one earnings on a pre-booked appointment flow.
This is a different Financial Adviser role to most you'll see in the North West. There's no prospecting, no cold desk, no slow build to OTE. The firm has built an established lead source that feeds pre-booked appointments to the adviser team — every meeting in the diary is a warm enquiry from a client looking to discuss pensions, retirement planning, or tax-efficient strategies.
The firm is a circa £1bn AUM independent financial planning practice with 40 advisers across multiple offices. All staff eligible for a £3,600 tax-free annual bonus post-probation (c. £5,000 gross equivalent). The desk-based proposition runs alongside the firm's traditional advice arm, with central research and paraplanning supporting both.
Hybrid working is part of the model. The current desk-based team operates out of Altrincham, and that's the anchor for new hires — with hybrid flex available once embedded.
Financial Adviser responsibilities- Running pre-booked Teams appointments with warm clients
- Converting 15-minute initial calls into first meetings, then recommendations
- Pension transfers, retirement planning and tax-efficient strategies
- Working with central research and paraplanning support
- Handing clients to the review team post-recommendation
- 1+ years' IFA experience preferred (restricted backgrounds welcome — SJP, Quilter)
- Level 4 Diploma in Regulated Financial Planning
- Strong technical knowledge of pensions and tax-efficient planning
- High-activity, conversion-focused mindset
- Comfortable with desk-based volume and a transactional client model
- £45,000 basic + commission, Y1 OTE c. £73,000
- £3,600 tax-free annual bonus (c. £5,000 gross equivalent)
- 26 days' effective holiday
- Death-in-service cover
- Vitality private healthcare
- EV salary sacrifice
- 5% employer / 3% employee pension
- Hybrid working with an Altrincham anchor
If you're a Financial Adviser in Altrincham, Greater Manchester, or the wider North West, and the desk-based proposition appeals, apply now or get in touch for a confidential conversation. If the role isn't quite right but you're considering your next move, I'm always happy to talk — I cover the Northwest financial planning market and have a clear picture of what's available.
Financial Adviser in Warrington employer: Eventus Recruitment Group
Join a leading independent financial planning firm in Altrincham, where you can thrive as a Financial Adviser without the stress of prospecting. With a strong focus on employee growth, hybrid working options, and a generous benefits package including a tax-free annual bonus and private healthcare, this company fosters a supportive and dynamic work culture that prioritises your success and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities at firms like the one we're discussing. A friendly chat can lead to valuable insights and even referrals.
✨Tip Number 2
Prepare for those warm client calls! Brush up on your knowledge of pensions and tax-efficient strategies so you can confidently convert those initial chats into solid meetings. Remember, it's all about showing your expertise!
✨Tip Number 3
Practice makes perfect! Set up mock calls with friends or colleagues to refine your pitch and get comfortable with the desk-based model. The more you practice, the more natural it will feel when you're on the line with clients.
✨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 and eager to join our team!
We think you need these skills to ace Financial Adviser in Warrington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your IFA experience, especially if you've worked with pensions or tax-efficient strategies. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in this desk-based proposition and how your background aligns with our needs. Keep it engaging and personal – we love a bit of personality!
Showcase Your Technical Knowledge:Since this role requires strong technical knowledge of pensions and retirement planning, make sure to mention any relevant qualifications or experiences. We’re looking for someone who can hit the ground running, so don’t hold back!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Eventus Recruitment Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions and tax-efficient strategies. The firm is looking for someone with a strong understanding, so be ready to discuss specific scenarios or case studies that demonstrate your expertise.
✨Practice Makes Perfect
Since you'll be running pre-booked Teams appointments, practice your pitch! Simulate the initial calls and how you would convert them into first meetings. This will help you feel more confident and prepared during the actual interview.
✨Show Your Conversion Mindset
Highlight your high-activity, conversion-focused mindset. Be prepared to share examples from your previous roles where you successfully converted leads or improved client engagement. This will show that you understand the transactional client model they operate with.
✨Embrace the Hybrid Model
Familiarise yourself with the hybrid working model they offer. Be ready to discuss how you can effectively manage your time between desk-based work and client meetings, as well as how you plan to integrate into the Altrincham team while working flexibly.
