At a Glance
- Tasks: Build long-term client relationships and guide them to financial independence.
- Company: Thriving wealth management firm with a supportive culture.
- Benefits: Competitive salary, performance bonuses, flexible working, and full admin support.
- Other info: Join a growing team in Manchester with excellent professional development opportunities.
- Why this job: Make a real impact on clients' financial futures while enjoying autonomy and growth.
- Qualifications: Diploma in Regulated Financial Planning and proven client management experience.
The predicted salary is between 50000 - 75000 £ per year.
Are you an experienced Financial Advisor looking for your next career move?
This Financial Advisor job offers the perfect blend of autonomy, support, and growth potential with a thriving wealth management firm.
As a Financial Advisor, you'll build meaningful, long-term relationships with clients across Manchester and the surrounding areas, guiding them towards financial independence through comprehensive financial planning.
You'll follow a structured advice process to understand clients' goals and deliver tailored strategies covering pensions, investments, savings, and protection.
What makes this Financial Advisor role stand out?
This isn't just another advisory position.
You'll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - advising clients.
The company provides robust lead generation programmes, meaning you can build your client bank through company-generated opportunities alongside your own business development efforts.
- Deliver face-to-face and virtual client meetings
- Conduct comprehensive financial reviews and produce detailed reports
- Develop new business through networking, referrals, and company leads
- Maintain and grow client relationships through regular reviews
- Leverage digital tools and CRM systems to enhance client service Financial Advisor
Requirements
- Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent)
- Essential: Experience as a practicing Financial Advisor with proven client management skills
- Essential: Strong interpersonal and communication abilities
- Desirable: Business development and networking experience
- Desirable: Proficiency with financial planning software and Microsoft Teams The Company Our client is an established wealth management firm experiencing significant growth.
They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support.
Due to continued expansion, they're looking to add to their Manchester team.
Financial Advisor
Benefits
- Attractive performance-related bonus
- Flexible hybrid working arrangements
- Full administrative and operational support
- Comprehensive paraplanning assistance
- Professional development opportunities Location Ideally based in or around the Manchester area and surrounding regions.
Some travel for client meetings is expected.
Ready to take the next step in your advisory career?
Apply now to discover how this Financial Advisor opportunity could be the perfect fit for you.
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No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Financial Advisor in Westhoughton employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
