Financial Advisor

Premier Jobs UK Limited; Bolton; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Flexible hybrid working

Performance-related bonus

Full administrative support

Paraplanning assistance

Professional development opportunities

Job summary

Premier Jobs UK Limited is working with a thriving wealth management firm to recruit an experienced Financial Advisor. The role covers Manchester and surrounding areas, offering autonomy with robust support and growth potential.

You will guide clients through pensions, investments, savings and protection with a structured advice process, delivering face-to-face and virtual meetings, reviews, and ongoing relationship management, using CRM tools.

Qualifications

• Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent).
• Essential: Practicing Financial Advisor with proven client management skills.
• Essential: Strong interpersonal and communication abilities.
• Desirable: Business development and networking experience.

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

Financial advisory experience

Education

Diploma in Regulated Financial Planning (or FCA approved equivalent)

Tools

Financial planning software

Microsoft Teams

Job description

Are you an experienced Financial Advisor looking for your next career move? This Financial Advisor job offers the perfect blend of autonomy, support, and growth potential with a thriving wealth management firm.

As a Financial Advisor, you'll build meaningful, long-term relationships with clients across Manchester and the surrounding areas, guiding them towards financial independence through comprehensive financial planning. You'll follow a structured advice process to understand clients' goals and deliver tailored strategies covering pensions, investments, savings, and protection.

What makes this Financial Advisor role stand out?

This isn't just another advisory position. You'll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - advising clients. The company provides robust lead generation programmes, meaning you can build your client bank through company-generated opportunities alongside your own business development efforts.

• 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

Financial Advisor Requirements:

• Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent)
• Essential: Experience as a practicing Financial Advisor with proven client management skills
• Essential: Strong interpersonal and communication abilities
• Desirable: Business development and networking experience
• Desirable: Proficiency with financial planning software and Microsoft Teams

The Company

Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support. Due to continued expansion, they're looking to add to their Manchester team.

Financial Advisor Benefits:

• Competitive salary: £50,000 - £75,000
• Attractive performance-related bonus
• Flexible hybrid working arrangements
• Full administrative and operational support
• Comprehensive paraplanning assistance
• Professional development opportunities

Location

Ideally based in or around the Manchester area and surrounding regions. Some travel for client meetings is expected.