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- Tasks: Manage HNW clients and create tailored financial strategies for their goals.
- Company: Join a leading UK Independent Financial Advice firm with a strong reputation.
- Benefits: Enjoy remote work options, competitive salary, and excellent bonus potential.
- Why this job: Be part of a client-focused culture that values ongoing learning and development.
- Qualifications: Must have Level 4 Diploma in financial advice and relevant client-facing experience.
- Other info: Access to regional offices and full admin support provided.
The predicted salary is between 40000 - 60000 £ 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 (Permanent) 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 (Permanent)
✨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 can lead to referrals and insights about the firm.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and client needs will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to discuss your approach to client management and how you tailor financial strategies to meet individual goals. Demonstrating your client-centric mindset will resonate well with the firm's values.
✨Tip Number 4
Research the firm’s reputation and client feedback. Understanding their unique selling points and how they differentiate themselves in the market will allow you to align your skills and experiences with their mission.
We think you need these skills to ace Independent Financial Advisor (Permanent)
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, emphasise your ability to build strong relationships with clients. Share examples of how you've successfully managed client portfolios and tailored financial strategies to meet their specific goals.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about past experiences where you had to navigate complex financial situations and be ready to explain your thought process.
✨Highlight Your Continuous Learning
Since the firm values ongoing learning and development, be sure to mention any recent courses or certifications you've completed. This shows your commitment to staying updated in the financial sector and improving your advisory skills.
