Experienced Financial Advisor — Hybrid, Full Support & Growth

Premier Jobs UK; Greater Manchester; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Flexible hybrid working arrangements

Full back-office support

Paraplanning assistance

Job summary

Premier Jobs UK is assisting a thriving wealth management firm in Manchester to recruit a Financial Advisor. You will build meaningful client relationships and guide them toward financial independence through comprehensive planning focused on pensions, investments, savings and protection.

With full back‑office support, dedicated paraplanning and lead generation programmes, you can develop your client bank while enjoying flexible hybrid working and ongoing professional development.

Qualifications

• Diploma in Regulated Financial Planning or FCA approved equivalent is required.
• Experience as a practicing Financial Advisor with proven client management skills.
• Strong interpersonal and communication abilities, essential for client relationships.
• Business development and networking experience is desirable.
• Proficiency with financial planning software and Microsoft Teams is desirable.

Responsibilities

• Deliver face-to-face and virtual client meetings.
• Conduct comprehensive financial reviews and produce detailed reports.
• Develop new business through networking, referrals, and company leads.
• Maintain and grow client relationships through regular reviews.
• Leverage digital tools and CRM systems to enhance client service.

Skills

Client management

Interpersonal communication

Networking

Business development

Education

Diploma in Regulated Financial Planning (or FCA approved equivalent)

Tools

Financial planning software

Microsoft Teams

Job description

Premier Jobs UK is assisting a thriving wealth management firm in Manchester to recruit a Financial Advisor. You will build meaningful client relationships and guide them toward financial independence through comprehensive planning focused on pensions, investments, savings and protection.

With full back‑office support, dedicated paraplanning and lead generation programmes, you can develop your client bank while enjoying flexible hybrid working and ongoing professional development.