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- Tasks: Lead client consultations and create tailored financial plans to meet their goals.
- Company: Join a dynamic wealth management firm in Manchester with a strong reputation for integrity.
- Benefits: Enjoy warm leads, structured career progression, and a vibrant office culture.
- Why this job: Fast-track your career with mentorship and support while making a real impact on clients' lives.
- Qualifications: 1+ year of financial advice experience and DipFA or equivalent required.
- Other info: No cold calling needed; focus on building relationships and client satisfaction.
The predicted salary is between 30000 - 45000 ÂŁ per year.
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Advice Partner (Financial Advisor) Manchester City Centre | Full-Time, Permanent £35,000 – £45,000 base + generous bonuses Monday to Friday 09.00am – 17.00pm (Office based)
Join a Growing, Ambitious Wealth Management Firm – and Fast-Track Your Career in Financial Advice
They’re a dynamic, forward-thinking IFA firm in the heart of Manchester, delivering tailored financial advice to both private individuals and corporate clients. With a strong reputation built on professionalism, integrity, and a commitment to developing there people, they continue to grow year on year—and they want you to be part of that journey.
As a financial advisor, you’ll benefit from comprehensive training, warm leads, and hands-on mentorship from experienced Senior Advisers and Partners. The mission is to help you thrive—from building your own client bank to stepping confidently into a Senior role.
What You’ll Be Doing
- Leading client consultations to understand financial goals and offer tailored advice.
- Creating in-depth financial analyses—cash flow projections, retirement strategies, and investment reviews.
- Researching investment options and designing portfolios to suit each client’s risk profile.
- Developing and presenting personalised financial plans with clarity and confidence.
- Supporting clients with ongoing financial needs, ensuring long-term satisfaction and trust.
- Staying up to date with markets, trends, and regulatory updates.
- Collaborating with paraplanners and support teams to deliver a seamless client experience.
- Engaging in continuous professional development and training to sharpen your edge.
What You Bring
- Experience in pensions and retirement planning.
- Ideally 1+ year of experience providing financial advice
- DipFA or equivalent (CII/CISI Level 4 qualified minimum).
- Strong interpersonal and persuasive communication skills.
- Ambition to build your own client base, supported by warm leads and our brand.
- A proactive, self-motivated approach with an entrepreneurial mindset.
What You’ll Get
- Warm leads provided – no cold calling needed.
- Full back-office and paraplanning support, so you can focus on client relationships.
- A clear, structured path to becoming a Senior Advice Partner—at your pace.
- A vibrant Manchester office with like-minded professionals and a supportive culture.
- Regular bonuses, professional development support, and long-term earning potential.
Ready to build something of your own—without doing it alone?
Apply now and take the next big step in your financial advice career.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
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Financial Advisor employer: Robert Walters
Contact Detail:
Robert Walters Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory field, especially those who work at Robert Walters or similar firms. Attend industry events or webinars to make connections and learn more about the company culture.
✨Tip Number 2
Research the latest trends in financial advising, particularly in pensions and retirement planning. Being knowledgeable about current market conditions will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your approach to client consultations and how you would tailor financial advice to meet individual needs. This shows your understanding of the role and your commitment to client satisfaction.
✨Tip Number 4
Familiarise yourself with the qualifications required for the role, such as DipFA or equivalent. Highlight any relevant certifications or training you have completed to demonstrate your readiness for the position.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly in pensions and retirement planning. Use specific examples to demonstrate your skills and achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advice and your ambition to build a client base. Mention how your proactive approach and interpersonal skills make you a great fit for the role at Robert Walters.
Highlight Relevant Qualifications: Clearly state your qualifications, such as DipFA or equivalent certifications. This will help the hiring team quickly see that you meet the minimum requirements for the position.
Showcase Continuous Learning: Mention any ongoing professional development or training you are engaged in. This demonstrates your commitment to staying updated with market trends and regulatory changes, which is crucial for a Financial Advisor.
How to prepare for a job interview at Robert Walters
✨Understand the Company Culture
Before your interview, take some time to research Robert Walters and their company culture. They value professionalism and integrity, so be prepared to discuss how your values align with theirs.
✨Showcase Your Financial Knowledge
As a Financial Advisor, you'll need to demonstrate your understanding of financial products and market trends. Brush up on recent developments in pensions, retirement planning, and investment strategies to impress your interviewers.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client situations. Think of examples from your past experience where you successfully advised clients or resolved issues, showcasing your interpersonal skills and problem-solving abilities.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the training process, mentorship opportunities, or how success is measured in the role. This shows your genuine interest in the position and the company.
