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- Tasks: Deliver holistic financial advice and manage key client relationships.
- Company: Join Hills Financial Ltd, part of the award-winning Hills Residential group.
- Benefits: Generous splits, equity options, and a supportive environment.
- Other info: Opportunity for career growth and team leadership.
- Why this job: Shape the future of financial planning and make a real impact.
- Qualifications: Must hold UK Level 4 Diploma in Financial Advice and have strong compliance knowledge.
The predicted salary is between 50000 - 70000 £ per year.
CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE
Are you an experienced and ambitious Financial Adviser looking for a rare opportunity to join a growing, well-supported business at a pivotal stage? Hills Financial Ltd, part of the award-winning Hills Residential group, is seeking a talented adviser to help shape the next phase of growth. With a portfolio coming up for review shortly, this is your chance to take ownership, manage key client relationships, and play a central role in the firm’s development.
About Hills Financial Ltd
Hills Financial Ltd is the dedicated mortgage and financial planning arm of Hills Residential, a leading property agent in Manchester and Lancashire. We provide clients with holistic financial advice, ensuring a seamless experience across property, mortgages, and wealth management. Backed by strong infrastructure and compliance support, we empower advisers to deliver exceptional outcomes.
What’s on Offer
- Generous splits on both provided and self-generated business
- Employed option available for advisers bringing assets or a transferable client base
- Equity/share options – become a true stakeholder in the business
- Scope to build and lead a team
Responsibilities
- Deliver holistic advice across pensions, investments, protection, and estate planning
- Lead the upcoming portfolio review and ensure optimal client outcomes
- Drive new business and strengthen client relationships
- Collaborate with the support team to maintain high standards of service and compliance
- Contribute to operational improvements and growth strategy
Experience Required
- UK Level 4 Diploma in Financial Advice (minimum) and current CAS status
- Proven track record in financial advice with strong compliance knowledge
- Excellent relationship-building skills and client trust management
- Ideally 3+ years’ experience in financial planning or financial services
- Self-starter with an entrepreneurial mindset
- Experience within a network or directly authorised environment is preferred.
Ready to take ownership of your future? Apply today and join a business where your expertise truly makes an impact.
Financial Planner employer: HILLS FINANCIAL LIMITED
Contact Detail:
HILLS FINANCIAL LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only highlights your knowledge but also makes you more visible to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨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 at Hills Financial Ltd.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your UK Level 4 Diploma in Financial Advice and any relevant experience you have in financial planning or services. We want to see how your skills align with what Hills Financial Ltd is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your track record in financial advice and how you can contribute to the growth of Hills Financial Ltd. Let us know what makes you tick!
Showcase Your Relationship-Building Skills: Since this role involves managing key client relationships, make sure to highlight your excellent relationship-building skills in your application. Share examples of how you've built trust with clients in the past – we love to see that!
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 get you on our radar. Don’t miss out on this opportunity – hit that apply button!
How to prepare for a job interview at HILLS FINANCIAL LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, investments, and estate planning. Be ready to discuss your experience with compliance and how you've built client relationships in the past.
✨Showcase Your Achievements
Prepare to share specific examples of how you've driven new business or improved client outcomes. Highlight any successful portfolio reviews you've led and how they benefited your clients.
✨Understand the Company
Research Hills Financial Ltd and their approach to holistic financial advice. Familiarise yourself with their values and how they support advisers, so you can align your answers with what they’re looking for.
✨Ask Thoughtful Questions
Prepare some insightful questions about the role and the company’s growth strategy. This shows your genuine interest and helps you assess if it’s the right fit for you as well.