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- Tasks: Provide high-quality financial advice on pensions and investments while managing your own client portfolio.
- Company: Join a reputable UK financial services group with a strong history in investment administration.
- Benefits: Enjoy a competitive salary, bonus structure, hybrid working, and comprehensive benefits.
- Other info: Be part of a growing team with excellent support and career growth potential.
- Why this job: Focus on quality advice with warm leads and genuine progression opportunities.
- Qualifications: Level 4 Diploma qualified with at least 3 years of experience in financial advising.
The predicted salary is between 50000 - 55000 £ per year.
If you are an experienced Financial Advisor looking for a job that gives you a warm flow of leads, genuine progression opportunities and the backing of a well‑established financial services group, this could be the ideal next step in your career. This role is perfect for an adviser who enjoys providing high quality investment and retirement planning advice without the constant pressure of cold‑sourcing clients. You will join a small, growing advice team that is supported by a wider group structure, giving you access to marketing, compliance, technical expertise and administrative resources. You will take responsibility for building and managing your own portfolio of clients, offering holistic, unbiased advice and ensuring clients receive the highest standards of service. Much of your time will be spent speaking with warm internal referrals, long‑standing existing customers and individuals seeking support with their pensions or investment planning. As the team expands, you will also play a key role in shaping processes, contributing ideas and helping to strengthen the advice proposition. Longer–term there is scope to grow your client bank significantly, progress your earnings, and broaden your technical exposure across pensions and investments.
Key aspects of the role include:
- Providing regulated financial advice across pensions, investments and retirement planning
- Managing and retaining your own client portfolio
- Handling warm referrals passed from internal teams
- Maintaining high levels of compliance and client care
- Collaborating with senior advisers and group stakeholders
Financial Advisor Requirements
- You must be Level 4 Diploma qualified
- You must have a Minimum 3 years experience as a financial adviser or in a closely related role
- You should have strong pensions and investment knowledge
- You should have experience using IO or similar financial planning software
- You should be able to demonstrable ability to convert warm leads and manage long term client relationships
The Company
You will be joining a reputable and growing UK financial services group with a strong history in pensions and investment administration. The advice division is expanding due to increased internal demand and long term strategic growth, creating an excellent opportunity for an adviser wanting stability, support and high quality client flow.
Financial Advisor Benefits
- Salary £50,000 to £55,000 depending on experience
- Plus bonus structure in place
- Hybrid working with regular office collaboration
- Comprehensive benefits package including private medical and death in service
- Full marketing, technical, legal, compliance and administrative support
- Warm leads provided from day one
Location
This role is ideally suited to candidates within commutable distance of Sale or the wider Greater Manchester area. Hybrid working is available once established.
If you are looking for a role where you can focus on quality advice, enjoy a steady flow of opportunities and be part of an ambitious team, we would love to hear from you. Apply today to be considered.
Financial Advisor in Sale employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Sale
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, and engage on social media. The more connections you make, the better your chances of landing that dream job.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, don’t hold back! Share your knowledge about pensions and investments, and demonstrate how you can provide high-quality advice. This will help you stand out as a top candidate.
✨Leverage Warm Leads
Since this role is all about managing warm referrals, make sure you’re ready to convert those leads into long-term relationships. Practice your pitch and be prepared to showcase how you can add value to their financial planning.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing the job! We love seeing candidates who take the initiative and show genuine interest in joining our growing team.
We think you need these skills to ace Financial Advisor in Sale
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your Level 4 Diploma and any relevant experience in pensions and investments to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for providing high-quality advice and how you’ve successfully managed client portfolios in the past. We want to see your personality come through!
Showcase Your Achievements: Don’t just list your duties; show us what you’ve achieved! Whether it’s converting warm leads or enhancing client relationships, we love to see quantifiable successes that demonstrate your impact.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and retirement planning. Be ready to discuss specific cases or scenarios where you've successfully advised clients. This will show that you not only understand the theory but can apply it in real-world situations.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained client relationships in the past. Highlight your ability to convert warm leads into long-term clients, as this is crucial for the role. Think about metrics or success stories that demonstrate your effectiveness.
✨Familiarise Yourself with the Company
Research the financial services group you'll be interviewing with. Understand their values, mission, and the support they offer to advisers. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the team's structure, the types of clients you'll be working with, and how the company supports its advisers. This not only shows your interest but also helps you gauge if the role is the right fit for you.