Financial Planner in Manchester

Financial Planner in Manchester

Manchester Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • 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 flexible working arrangements.
  • Other info: Opportunity to build and lead a team in a supportive environment.
  • 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 relationship-building skills.

The predicted salary is between 36000 - 60000 £ 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 in Manchester employer: HILLS FINANCIAL LIMITED

Hills Financial Ltd offers an exceptional work environment for Financial Planners, providing generous splits on business and the opportunity to become a stakeholder in a growing firm. With a strong focus on employee development, flexible working options, and a collaborative culture, you will have the chance to shape your career while delivering holistic financial advice in the vibrant city of Salford.
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Contact Detail:

HILLS FINANCIAL LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planner in Manchester

✨Network Like a Pro

Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised!

✨Showcase Your Expertise

Create a personal brand that highlights your skills and experience in financial planning. Share insights on social media, write articles, or even start a blog. This not only showcases your knowledge but also positions you as a go-to expert in your field.

✨Prepare for Interviews

When you land an interview, do your homework! Research Hills Financial Ltd, understand their values, and think about how your experience aligns with their goals. Be ready to discuss how you can contribute to their growth and client satisfaction.

✨Apply Through Our Website

Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining Hills Financial Ltd and being part of our exciting journey.

We think you need these skills to ace Financial Planner in Manchester

UK Level 4 Diploma in Financial Advice
CAS status
Holistic Financial Advice
Pensions Knowledge
Investment Strategies
Protection Planning
Estate Planning
Client Relationship Management
Compliance Knowledge
Business Development
Operational Improvement
Entrepreneurial Mindset
Team Leadership
Self-Starter

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your UK Level 4 Diploma in Financial Advice and any relevant achievements to grab our attention!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and how you can contribute to Hills Financial Ltd's growth. Be genuine and let your personality come through.

Showcase Your Experience: We want to see your track record! Include specific examples of how you've built client relationships and delivered holistic advice. This will help us understand how you can make an impact in our team.

Apply Through Our Website: To ensure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly!

How to prepare for a job interview at HILLS FINANCIAL LIMITED

✨Know Your Stuff

Make sure you brush up on your financial knowledge, 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 Entrepreneurial Spirit

Since they’re looking for a self-starter with an entrepreneurial mindset, think of examples where you've taken initiative or led projects. This will demonstrate that you can take ownership and drive new business.

✨Prepare Questions

Have a few thoughtful questions ready about the company’s growth strategy and how you can contribute. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.

✨Practice Makes Perfect

Run through common interview questions with a friend or in front of a mirror. Focus on articulating your achievements clearly, especially those that align with the responsibilities listed in the job description.

Financial Planner in Manchester
HILLS FINANCIAL LIMITED
Location: Manchester

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