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For Companies At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Join a growing team in a supportive and collaborative environment.
- Benefits: Competitive salary, flexible working options, and ongoing training.
- Other info: Great opportunities for career progression and personal development.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Diploma in Regulated Financial Planning and proven experience required.
The predicted salary is between 40000 - 50000 £ per year.
We are seeking a motivated and client-focused Financial Advisor to join our growing team. This is an excellent opportunity for an experienced professional to provide high-quality, compliant financial advice while building long-term client relationships.
Key Responsibilities
- Provide tailored financial advice across pensions, investments, and protection products
- Conduct detailed fact-finds to assess clients’ financial needs and objectives
- Develop and implement suitable financial plans
- Maintain accurate and compliant client records in line with FCA regulations
- Build and maintain strong, long-lasting client relationships
- Keep up to date with market trends and regulatory changes
Requirements
- Diploma in Regulated Financial Planning (DipPFS) or equivalent (essential)
- Proven experience in a Financial Advisor or similar role
- Strong knowledge of UK financial services and FCA regulations
- Excellent communication and interpersonal skills
- Ability to manage and grow a client portfolio
- Self-motivated with a results-driven approach
Desirable
- Chartered Financial Planner status or working towards it
- Experience with high-net-worth clients
- Existing client bank
What We Offer
- Competitive basic salary with uncapped earning potential
- Flexible working options
- Ongoing training and professional development
- Supportive and collaborative team environment
- Opportunities for career progression
Financial Advisor in Manchester employer: Juniper Horizons LTD
Contact Detail:
Juniper Horizons LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Manchester
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with potential clients and other financial advisors. Remember, building relationships is key in our field!
✨Tip Number 2
Showcase your expertise online! Use platforms like LinkedIn to share insights on market trends and financial advice. This not only positions you as a knowledgeable advisor but also attracts clients looking for guidance.
✨Tip Number 3
Practice your pitch! Be ready to explain your approach to financial planning clearly and confidently. Role-playing with a friend can help you refine your delivery and make a great impression during interviews.
✨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 joining our team!
We think you need these skills to ace Financial Advisor in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial advising. We want to see how your skills align with the role, so don’t hold back on showcasing your knowledge of UK financial services and FCA regulations!
Showcase Your Client Relationship Skills: Since building long-term client relationships is key for us, share examples of how you've successfully managed client portfolios in the past. Highlight any specific achievements or strategies that helped you maintain strong connections with clients.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and ensure your passion for the role shines through without unnecessary fluff!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with our team!
How to prepare for a job interview at Juniper Horizons LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of UK financial services and FCA regulations. Being able to discuss these confidently will show that you're not just a candidate, but a knowledgeable professional ready to provide tailored advice.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully built client relationships or managed portfolios. This will help demonstrate your ability to meet the key responsibilities of the role and give the interviewer confidence in your skills.
✨Ask Insightful Questions
Come prepared with questions about the company’s approach to client management and how they stay updated with market trends. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. Building long-term client relationships is all about trust and rapport, so showing your authentic self can set you apart from other candidates.