Financial Advisor

JR United Kingdom; Bolton; On-site; GBP 50,000 - 70,000; Full time

Job summary

A purpose-driven wealth management firm is seeking a motivated Financial Advisor to provide holistic financial advice and build meaningful client relationships across the UK. In this role, you will engage with new clients, offer tailored advice on financial products, and maintain compliance with regulatory standards. Ideal candidates possess strong interpersonal skills and a Bachelor’s Degree, along with qualifications compliant with UK regulations.

Benefits

Structured training

Mentorship from senior professionals

Impactful work environment

Qualifications

• Experience in retail and institutional client engagement.
• Strong knowledge of UK tax and investment products.
• Ability to prepare financial recommendations and reviews.

Responsibilities

• Identify and engage new clients across the UK.
• Deliver tailored financial advice on various products.
• Maintain accurate client records per FCA and AML standards.

Skills

Interpersonal and communication skills

Self-driven and target-oriented

Client relationship management

Education

Bachelor’s Degree from a reputable University

Level 4 or 7 qualified & RDR compliant

Job description

Social network you want to login/join with:

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Client:

Oasis Crescent

Location:

bolton, greater manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

22.08.2025

Expiry Date:

06.10.2025

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Job Description:

Join a growing, purpose-driven wealth management firm delivering long-term value to UK investors. We’re looking for a motivated Financial Advisor to provide holistic financial advice and build meaningful client relationships across the UK.

What You’ll Do

1. Client Engagement & Prospecting

• Identify and engage with new retail and institutional clients
• Travel across the UK to build your client base and promote our investment solutions
• Represent our brand in local communities and marketing campaigns
• Conduct fact-finding, needs analysis, and risk assessment
• Deliver tailored financial advice on UCITS funds, SIPPs, and ISAs
• Prepare and implement recommendations with ongoing service reviews

3. Product Knowledge & Research

• Stay informed on financial markets, legislation, and ethical investment trends
• Advise confidently on retirement planning, tax optimisation, and financial protection

4. Compliance & Administration

• Maintain accurate client records and documentation in line with FCA and AML standards
• Adhere to RDR and Treating Customers Fairly (TCF) principles
• Support company reporting, compliance, and performance tracking

5. Relationship Management

• Build long-term, trust-based relationships with clients
• Offer consistent support and strategic financial guidance over time

Requirements

• Bachelor’s Degree from a reputable University
• Level 4 or 7 qualified & RDR compliant (e.g. CII, CISI)
• Valid Statement of Professional Standing (SPS)
• Knowledge of UK tax, retirement savings, and investment products
• Strong interpersonal and communication skills
• Self-driven, target-oriented, and confident in lead generation
• Willingness to travel (including 2 weeks every 2 months outside London)
• Full UK driving licence

We offer structured training, mentorship from senior professionals, and an environment where your work has a lasting impact. This role is ideal for someone passionate about financial wellbeing, ethical investing, and client empowerment.

Help people plan their futures. Grow a career with purpose.