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- Tasks: Provide expert financial advice to a diverse client base and manage existing portfolios.
- Company: Well-established financial services firm with a supportive team culture.
- Benefits: Competitive salary, attractive bonus scheme, flexible working arrangements, and 25 days holiday.
- Why this job: Join a collaborative environment and grow your career with structured support and mentorship.
- Qualifications: Level 4 financial adviser qualification and at least 2 years of experience required.
- Other info: Enjoy a high support ratio with dedicated paraplanners and administrators for enhanced efficiency.
The predicted salary is between 40000 - 65000 £ per year.
We are working with a well-established financial services firm looking to add a Financial Adviser to their existing team of 8 advisers. This role offers the opportunity to provide expert financial advice to a growing client base of over 1,800 clients. The incoming adviser will be given an existing portfolio of clients to manage and develop.
Requirements:
- Level 4 financial adviser qualification (or equivalent)
- Minimum of 2 years experience as a financial adviser
Package:
- £45,000 - £60,000 basic salary
- Attractive adviser bonus scheme, including quarterly and monthly incentives linked to residual income and initial fees
- 25 days holiday plus 8 bank holidays
- 5% company pension contribution
- Flexible medical package / company health scheme
- Flexible working arrangements, combining home and client meetings
Role Highlights:
- High support ratio with one paraplanner and one administrator per adviser
- Client bank provided, allowing focus on delivering financial advice
- Technical support from a team of qualified and trainee paraplanners
- Centralised report writing and provider liaison to reduce administrative burden
- Structured management support, training, and mentorship for career progression
- Use of technology to streamline processes and enhance client outcomes
- Centralised appointment booking to maximise adviser time on client-facing activities
- Collaborative, client-focused team environment
This role is ideal for a motivated, client-focused adviser looking to grow their career in a supportive and structured environment.
Financial Adviser in Manchester employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
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 other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Practice your pitch! You never know when an opportunity might pop up, so be ready to explain who you are and what you bring to the table in a clear and engaging way. Keep it concise and focus on your experience and how you can add value to potential clients.
✨Tip Number 3
Leverage our website! We’ve got loads of resources and job listings tailored for financial advisers. Make sure to check it out regularly and apply directly through us to increase your chances of getting noticed by employers.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Financial Adviser in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your Level 4 qualification and relevant experience, especially those two years as a financial adviser. 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 passionate about financial advising and how you can contribute to our growing client base. Keep it engaging and personal – we love a bit of personality!
Showcase Your Client-Focused Approach: In your application, emphasise your client-focused mindset. Share examples of how you've successfully managed client relationships in the past. We’re all about collaboration and support, so let us know how you fit into that culture!
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 – just a few clicks and you’re done!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services offered by the firm. Be ready to discuss your Level 4 qualification and how your experience aligns with their needs. This shows you're not just qualified, but genuinely interested in what they do.
✨Showcase Your Client Management Skills
Since you'll be managing an existing portfolio, prepare examples of how you've successfully built and maintained client relationships in the past. Highlight any strategies you've used to enhance client satisfaction and retention, as this will resonate well with the interviewers.
✨Emphasise Team Collaboration
This role is all about working within a supportive team environment. Be ready to talk about your experiences collaborating with paraplanners and administrators. Share how teamwork has helped you deliver better outcomes for clients, as this aligns perfectly with their collaborative approach.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm's culture and growth opportunities. Inquire about their mentorship programmes or how they support advisers in achieving their targets. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
