At a Glance
- Tasks: Manage HNW clients and create tailored financial strategies for their goals.
- Company: Join a leading UK Independent Financial Advice firm focused on client success.
- Benefits: Enjoy remote work, competitive salary, bonuses, and comprehensive support.
- Why this job: Be part of a progressive culture with ongoing learning and a trusted brand reputation.
- Qualifications: Must have Level 4 Diploma in financial advice and client-facing experience.
- Other info: Opportunity for established practice buyout and consultative marketing support.
The predicted salary is between 42000 - 63000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser in Manchester to join a leading UK wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive and client-focused, financial planning-led wealth management firm dealing with HNW clients across Manchester and surrounding areas.
Role: Financial Adviser
- Manage an existing book of HNW clients.
- Understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
- This role offers home based / remote working with access to office locations if preferred.
- There is an expectation to attend face to face client meetings.
- The earnings potential is significant.
- Candidates will need to be ambitious, resourceful and have the right work ethic.
What’s in it for you:
- Competitive Starting Salary £50k - £75k (DOE)
- Excellent bonus scheme OTE £100k+
- Excellent benefits
- Home based, access to regional offices
- Competitive Support to build your client base and future value.
- End to end in house client journey and back-office support with full Admin and Paraplanning support.
- Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
- Platform to deliver efficient and cost-effective solutions.
- Established Practice Buy Out option on exit.
- Consultative marketing support.
Skills and experience required:
- Client facing Financial Advice Experience
- Level 4 Diploma in financial advice, CAS & SPS
- Good knowledge of financial planning
About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm based in Manchester on an Independent Financial Adviser role.
Our commitment to you:
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other financial advisors and professionals in the industry. Attend local finance-related events or seminars in Manchester to build connections that could lead to referrals or insights about potential clients.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of high-net-worth (HNW) clients. Understanding their unique financial goals will help you tailor your approach and demonstrate your expertise during client meetings.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your knowledge and connect with potential clients. Share valuable content related to financial planning to establish yourself as a thought leader in the field.
✨Tip Number 4
Consider obtaining additional certifications or training that can enhance your credibility as a financial advisor. This not only boosts your qualifications but also shows your commitment to professional development, which is attractive to HNW clients.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, particularly with high-net-worth clients. Emphasise any relevant qualifications, such as your Level 4 Diploma in financial advice, and showcase your client-facing experience.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Mention your ambition and resourcefulness, and explain how your skills align with their client-centric approach and values.
Showcase Your Financial Strategies: In your application, provide examples of financial strategies you have developed for clients in the past. This will demonstrate your ability to guide clients towards financial independence, which is a key aspect of the role.
Highlight Your Work Ethic: Discuss your work ethic and commitment to continuous learning and development. Recruit UK values these traits, so make sure to convey your dedication to providing excellent service and building a successful client base.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Understand the Role
Before the interview, make sure you thoroughly understand the responsibilities of an Independent Financial Advisor. Familiarise yourself with managing HNW clients and the importance of formulating clear financial strategies that align with their goals.
✨Showcase Your Experience
Be prepared to discuss your previous experience in client-facing financial advice roles. Highlight specific examples where you've successfully guided clients towards financial independence, as this will demonstrate your capability and confidence in the role.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. This shows your genuine interest in the firm and the position. Consider asking about their approach to client management or how they support their advisors in building a client base.
✨Emphasise Your Work Ethic
Since the role requires ambition and resourcefulness, be sure to convey your strong work ethic. Share examples of how you've gone above and beyond in previous roles, and how you plan to bring that same dedication to this position.