At a Glance
- Tasks: Help clients with financial planning and manage pre-booked appointments.
- Company: Reputable IFA firm with a strong desk-based approach.
- Benefits: £45k basic salary, commission, hybrid work, and a £3,600 tax-free bonus.
- Other info: Join a supportive team with excellent career growth opportunities.
- Why this job: Enjoy day-one earnings without the hassle of prospecting.
- Qualifications: 1+ years' IFA experience and CAS qualified.
The predicted salary is between 45000 - 45000 £ per year.
I'm recruiting recently CAS qualified Financial Advisers for an IFA firm with a strong desk‑based proposition. £45k basic + commission, Y1 OTE c. £73,000, with day‑one earnings on a pre‑booked appointment flow. Hybrid working with an Altrincham anchor.
About the firm
A well‑regarded independent financial planning firm with around £1bn in client assets and 40 advisers across multiple offices. The desk‑based arm runs alongside the firm's traditional advice proposition, with central research and paraplanning supporting both. All staff eligible for a £3,600 tax‑free annual bonus once they've completed probation.
The role
This is a Financial Adviser role for advisers who want predictable activity and day‑one earnings without prospecting. Appointments are pre‑booked through an established lead source. The structure is: 15‑minute initial Teams call first meeting recommendation meeting. Once a client is on the books, a separate review team handles the ongoing relationship – leaving the Financial Adviser free to focus on conversion.
- Running pre‑booked Teams appointments with warm clients
- Converting initial calls into first meetings, then recommendations
- Pension transfers, retirement planning and tax‑efficient strategies
- Working with central research and paraplanning support
- Handing clients to the review team post‑recommendation
What you’ll need
- 1+ years' IFA experience (restricted backgrounds welcome – SJP, Quilter)
- Competent Adviser Status (CAS)
- Level 4 Diploma in Regulated Financial Planning
- Strong technical knowledge of pensions and tax‑efficient planning
- High‑activity, conversion‑focused mindset
- Comfortable with desk‑based volume and a transactional client model
The package
- £45,000 basic + commission, Y1 OTE c. £73,000
- £3,600 tax‑free annual bonus (c. £5,000 gross equivalent)
- 26 days' effective holiday
- Death‑in‑service, Vitality healthcare, EV salary sacrifice
- 5%/3% pension
- Hybrid working with an Altrincham anchor
Next steps
If you're a Financial Adviser who wants day‑one earnings without the prospecting grind, apply now or get in touch for a confidential conversation. These are three priority hires as the desk‑based proposition scales. Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off‑the‑record chat about the market. We welcome applications from candidates of all backgrounds and circumstances.
Desk-Based Financial Adviser with Day-One Earnings in Ashley employer: The Eventus Recruitment Group
Join a well-regarded independent financial planning firm that offers a supportive and dynamic work environment in Altrincham. With a strong desk-based proposition, you will benefit from predictable activity and day-one earnings, alongside a generous £3,600 tax-free annual bonus and comprehensive benefits including healthcare and pension contributions. The firm prioritises employee growth, providing central research and paraplanning support to help you focus on client conversion and build a rewarding career.
Contact Details:
The Eventus Recruitment Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Desk-Based Financial Adviser with Day-One Earnings in Ashley
✨Tip Number 1
Get to know the firm inside out! Research their values, culture, and recent achievements. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Before your interviews, run through common questions and scenarios you might face. This will boost your confidence and help you articulate your experience effectively.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and potentially a foot in the door.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace Desk-Based Financial Adviser with Day-One Earnings in Ashley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your IFA experience, especially if you've got that CAS qualification. We want to see how you fit into our desk-based model!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background aligns with our needs. Keep it concise but engaging – we love a bit of personality!
Showcase Your Technical Knowledge:Since this role involves pensions and tax-efficient strategies, make sure to demonstrate your technical knowledge in these areas. We’re looking for someone who can hit the ground running, so don’t hold back on your expertise!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at The Eventus Recruitment Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions and tax-efficient planning. Be ready to discuss specific strategies and how they can benefit clients, as this will show your expertise and confidence in the role.
✨Practice Makes Perfect
Since the role involves running pre-booked Teams appointments, practice your pitch! Simulate the initial call to a friend or family member, focusing on how to convert that call into a first meeting. This will help you feel more comfortable during the actual interview.
✨Show Your Conversion Mindset
Highlight your high-activity, conversion-focused mindset during the interview. Share examples from your past experience where you successfully converted leads into clients, as this aligns perfectly with what the firm is looking for.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's desk-based proposition and how it integrates with their traditional advice model. This shows your genuine interest in the role and helps you understand how you can contribute to their success.
