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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 client-focused approach.
- Benefits: Enjoy remote work options, competitive salary, and excellent bonus potential.
- Why this job: Be part of a progressive culture that values ongoing learning and client trust.
- Qualifications: Must have Level 4 Diploma in financial advice and client-facing experience.
- Other info: Access to regional offices and full admin support for a seamless client journey.
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.
Financial Adviser
- Competitive Starting Salary £50k - £75k (DOE)
- Excellent bonus scheme OTE £100k+
- Home based, access to regional offices
- 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.
Requirements:
- 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.
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 job market.
✨Tip Number 2
Stay updated on the latest financial regulations and trends. This knowledge will not only enhance your expertise but also demonstrate your commitment to professional development during interviews.
✨Tip Number 3
Prepare for client-facing scenarios by practising your communication skills. Role-playing different client situations can help you articulate financial strategies clearly and confidently, which is crucial for this role.
✨Tip Number 4
Research the firm’s values and client approach. Understanding their client-centric proposition will allow you to align your responses during interviews and show that you are a good fit for their culture.
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 advice, 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 passion for helping clients achieve financial independence and how your skills align with their client-centric approach.
Showcase Your Knowledge: In your application, demonstrate your knowledge of financial planning and the specific strategies you would use to help clients. This could include examples of past successes or innovative approaches you've taken.
Proofread Your Application: Before submitting, carefully proofread your application 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 role 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.
