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- Tasks: Manage HNW clients and create tailored financial strategies for their goals.
- Company: Join a leading UK-wide Independent Financial Advice firm with a client-focused approach.
- Benefits: Enjoy remote work options, competitive salary, and excellent bonus potential.
- Why this job: Be part of a progressive firm with a strong reputation and commitment to ongoing learning.
- Qualifications: Must have Level 4 Diploma in financial advice and client-facing experience.
- Other info: Access to full admin and paraplanning support to enhance your client journey.
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.
- Competitive Starting Salary £50k - £75k (DOE)
- Excellent bonus scheme OTE £100k+
- 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.
- Client facing Financial Advice Experience
- Level 4 Diploma in financial advice, CAS & SPS
- Good knowledge of financial planning
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.
Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.
Independent Financial Advisor employer: Recruit UK | Certified B Corp™
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 professionals in Manchester. Attend local finance events or join relevant online forums to connect with potential colleagues and clients. Building relationships in the industry can lead to referrals and insights about the role.
✨Tip Number 2
Familiarise yourself with the specific needs of high-net-worth (HNW) clients. Research common financial goals and challenges they face, so you can demonstrate your understanding during interviews and discussions.
✨Tip Number 3
Showcase your client-centric approach by preparing examples of how you've successfully managed client relationships in the past. Highlight your ability to create tailored financial strategies that align with clients' goals.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only help you in interviews but also position you as a knowledgeable advisor who can provide valuable insights to 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. Discuss your approach to financial planning and how you can help clients achieve their financial goals. Be sure to convey your enthusiasm for joining a progressive firm.
Showcase Your Knowledge: In your application, demonstrate your knowledge of financial planning and the specific needs of high-net-worth clients. Mention any strategies or tools you use to create easy-to-understand financial plans.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you will be advising on. Be prepared to discuss how these can meet the needs of high-net-worth clients, as this will demonstrate your expertise and confidence.
✨Showcase Your Client-Centric Approach
During the interview, highlight your experience in managing client relationships. Share specific examples of how you've tailored financial strategies to meet individual client goals, showcasing your ability to provide personalised advice.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about past experiences where you successfully navigated complex financial situations for clients and be ready to discuss these in detail.
✨Demonstrate Continuous Learning
Emphasise your commitment to ongoing professional development. Discuss any recent courses or certifications you've completed, especially those related to financial planning, as this aligns with the firm's values of learning and development.
