Independent Financial Adviser
Independent Financial Adviser

Independent Financial Adviser

Manchester Full-Time 42000 - 63000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help high-net-worth clients achieve financial independence with tailored strategies.
  • Company: Join a leading UK-wide Independent Financial Advice firm known for its client-focused approach.
  • Benefits: Enjoy a competitive salary, excellent bonuses, and the flexibility of remote work.
  • Why this job: Be part of a progressive culture that values ongoing learning and client relationships.
  • 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.

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.

Independent Financial Adviser employer: Recruit UK

Join a leading Independent Financial Advice firm in Manchester, where you will thrive in a progressive and client-focused environment. With competitive salaries, excellent bonuses, and comprehensive support for your client base, this role offers significant earning potential and opportunities for professional growth. Enjoy the flexibility of home-based work while being part of a trusted brand that values ongoing learning and development, making it an ideal place for ambitious financial advisers to build a rewarding career.
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Contact Detail:

Recruit UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Independent Financial Adviser

✨Tip Number 1

Network with other financial advisers and professionals in the industry. Attend local financial services events or seminars in Manchester to build connections that could lead to referrals or insights about the role.

✨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 during interviews and demonstrate your client-centric mindset.

✨Tip Number 3

Research the firm’s values and client proposition thoroughly. Being able to articulate how your personal values align with theirs can set you apart and show that you are genuinely interested in being part of their team.

✨Tip Number 4

Prepare for face-to-face client meeting scenarios by practising your communication skills. Role-playing these interactions can help you feel more confident and ready to showcase your ability to build relationships with clients.

We think you need these skills to ace Independent Financial Adviser

Client Relationship Management
Financial Planning
Investment Knowledge
Regulatory Compliance
Communication Skills
Analytical Skills
Sales Skills
Negotiation Skills
Time Management
Problem-Solving Skills
Attention to Detail
Level 4 Diploma in Financial Advice
CAS (Customer Account Services)
SPS (Statement of Professional Standing)
Adaptability
Networking Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with high-net-worth clients. Use specific examples to demonstrate your ability to formulate financial strategies and achieve client goals.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the role. Mention your Level 4 Diploma in financial advice and any relevant certifications, as well as your approach to client relationships.

Highlight Your Skills: In your application, emphasise key skills such as client-facing experience, knowledge of financial planning, and your ambition to grow a client base. This will show that you are resourceful and have the right work ethic for the role.

Proofread Your Application: Before submitting, carefully proofread your application 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 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 understood and met client needs in the past, as this is crucial for a role focused on high-net-worth individuals.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about potential challenges you might face with clients and how you would address them, showcasing your analytical skills and client-first mindset.

✨Highlight Your Ambition and Work Ethic

Since the role requires ambition and resourcefulness, be ready to discuss your career goals and how you plan to achieve them. Share specific examples of your work ethic and how it has contributed to your success in previous roles.

Independent Financial Adviser
Recruit UK
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