Desk Based Financial Adviser

GREAT-MANS LTD; Manchester; On-site; GBP 35,000 - 50,000; Full time

Job summary

A respected financial planning firm in South Manchester is looking for a Desk-Based Financial Adviser to join their growing team. In this role, you'll provide financial advice primarily through Teams, managing clients with substantial pension pots. The position offers the chance to build long-lasting client relationships in a structured and supportive environment, along with a competitive salary, bonus, and benefits.

Benefits

Bonus

Benefits

Structured career path

Qualifications

• Qualifications and experience as a financial adviser.
• Ability to deliver advice via Teams.
• Strong client relationship skills.

Responsibilities

• Advise clients on financial planning.
• Build long-term client relationships.
• Manage client portfolios primarily dealing with pensions.

Skills

Qualified financial adviser

Experience in financial planning

Confident delivering advice remotely

Highly organised

Client-first mindset

Job description

Overview

Job Title: Desk-Based Financial Adviser – South Manchester

Salary: £35,000 - £50,000 + Bonus + Benefits

Ready for your next career step as Desk Based Financial Adviser?

We’re partnering with a respected financial planning firm in South Manchester that’s looking for a Desk-Based Financial Adviser to join their growing team. If you love advising clients, building relationships, and want a structured, supportive environment — this could be the perfect fit.

What makes this role different

• Fully office-based – all client meetings via Teams
• High-quality warm leads – up to 5 per day, ready for you to advise
• Work primarily with contractors holding pension pots of £100K+
• Long-term client relationships, not transactional advice
• A supportive team with structured processes and a clear career path

What we’re looking for

• Qualified financial adviser with experience in financial planning
• Confident delivering advice remotely via Teams
• Highly organised and motivated
• Client-first mindset with a professional approach

Why apply?

• Focus on giving advice
• Access to excellent clients and referral streams

Competitive salary with bonus and benefits.