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, tax-free bonus, and hybrid working.
- 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 Level 4 Diploma required.
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.
Financial Adviser 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 can enjoy predictable earnings from day one, alongside a generous benefits package including a tax-free annual bonus and hybrid working options. The firm prioritises employee growth, providing central research and paraplanning support to help you focus on client conversion and build a successful career as a Financial Adviser.
Contact Details:
The Eventus Recruitment Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Ashley
✨Tip Number 1
Get your networking game on! Reach out to your connections in the financial sector and let them know you're on the lookout for a new role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice makes perfect! Set up mock interviews with friends or mentors to refine your pitch. Focus on how your experience aligns with the desk-based model and your ability to convert leads into clients.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to firms you admire, like the one in this listing. Express your interest and see if they have any upcoming opportunities that fit your skills.
✨Tip Number 4
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 a firm that values its advisers.
We think you need these skills to ace Financial Adviser in Ashley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Adviser role. Highlight your IFA experience, especially any work with pensions and tax-efficient planning. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our desk-based proposition. Share your passion for financial advising and how you can contribute to our team at StudySmarter.
Showcase Your Technical Knowledge:We’re keen on candidates with strong technical knowledge of pensions and tax-efficient strategies. Make sure to mention any relevant qualifications or experiences that demonstrate your expertise in these areas.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at The Eventus Recruitment Group
✨Know Your Numbers
Make sure you brush up on your technical knowledge of pensions and tax-efficient strategies. Be ready to discuss specific examples from your past experience that demonstrate your expertise, as this will show the firm that you can hit the ground running.
✨Practice Makes Perfect
Since the role involves running pre-booked Teams appointments, practice your pitch! Simulate the initial call and recommendation meeting with a friend or mentor. This will help you feel more comfortable and confident during the actual interview.
✨Highlight Your Conversion Skills
The firm is looking for someone with a high-activity, conversion-focused mindset. Prepare to share instances where you've successfully converted leads into clients. Use metrics if possible to quantify your success and make your achievements stand out.
✨Ask Insightful Questions
Prepare 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 assess if it's the right fit for you.
