Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as an Independent Financial Adviser, helping high net worth clients with investment and tax planning.
- Company: We are a well-established, award-winning financial advice firm based in Manchester with decades of experience.
- Benefits: Enjoy a competitive salary, flexible working, 25 days holiday, and perks like private medical insurance and social events.
- Why this job: This role offers excellent mentoring, significant earnings potential, and the chance to make a real impact.
- Qualifications: You need at least 2 years of client-facing financial advice experience and a Level 4 diploma in financial planning.
- Other info: Be part of a growing team with strong professional relationships across the North West.
The predicted salary is between 44000 - 66000 ÂŁ per year.
Recruit UK is delighted to be supporting a reputable financial planning firm, looking for an experienced Financial Adviser to join their growing team.
This is a rare opportunity to inherit an established client bank while also shaping a role that suits your strengths, whether you are driven by business development, client relationship management, or a blend of both.
The Role
This position is designed to be flexible around the successful individual:
- Manage and develop an inherited client portfolio
- Option to pursue new business development (“hunter”) or focus on servicing existing relationships (“farmer”)
- Potential to receive additional clients from the remaining partner’s substantial client base
- Work collaboratively within a small, supportive team
This role is very flexible, with hybrid and flexible working options at your disposal.
Also at your disposal …
- Professional introducer relationships (solicitors, accountants)
- Funded networking opportunities and seminars (ROI-reviewed)
- Administrative support team assisting with client management and preparation
- Strong investment in technology to support modern financial planning
Requirements
- Ideally 2+ years’ experience in a financial planning role (flexible for the right candidate)
- Strong relationship-building and communication skills
- Willingness to embrace technology and modern client servicing methods
Salary & Benefits
- Basic salary: ÂŁ50,000- ÂŁ80,000 (Depending on level of experience)
- Bonus structure considers overall contribution, risk management, and value added — not solely fees generated.
- Uncapped future earning potential as you progress
- Private medical insurance
- Pension provision
- 25 days’ annual leave + Bank holidays
- Office closure between Christmas and New Year
Why join this company?
- Inherit a live client bank from day one
- Shape the role around your strengths
- Supportive environment with genuine growth potential
- Opportunity to build long-term client relationships and future high-value clients
- Commercially minded firm investing in sustainable growth
Please apply today with your most up to date CV, and we will be sure to get in touch.
#J-18808-Ljbffr
Financial Adviser employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work with high net worth clients. Attend local finance-related events or seminars in Manchester to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Research the firm thoroughly before your interview. Understand their values, services, and client base. This will not only help you tailor your conversation but also demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your previous client-facing experiences in detail. Highlight specific examples where you successfully advised clients on financial matters, showcasing your ability to build relationships and trust.
✨Tip Number 4
Showcase your ambition and resourcefulness during the interview. Discuss any initiatives you've taken in your previous roles that demonstrate your proactive approach to client management and financial planning.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advice, especially any client-facing roles. Emphasise your Level 4 Diploma in financial planning and any specific achievements that demonstrate your ability to work with high net worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the industry. Mention your experience with investment, tax planning, and inheritance tax advice, as these are key aspects of the role.
Highlight Your Skills: In your application, clearly outline your skills that align with the job description. Focus on your ambition, resourcefulness, and work ethic, as these traits are essential for success in this position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Recruit UK
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to high net worth clients. Be prepared to discuss how these products can benefit clients in terms of investment, tax planning, and inheritance tax.
✨Demonstrate Client-Facing Experience
Since the role requires client interaction, be ready to share specific examples from your previous experience where you successfully managed client relationships. Highlight your communication skills and ability to build trust with clients.
✨Show Ambition and Resourcefulness
The firm is looking for candidates who are ambitious and resourceful. Prepare to discuss your career goals and how you plan to achieve them within the company. Share instances where you've gone above and beyond to meet client needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial advising and their client base. This shows your genuine interest in the role and helps you assess if the company aligns with your values and career aspirations.