Financial Advisor

Robert Walters; Greater Manchester; On-site; GBP 35,000 - 45,000; Full time

Job summary

A dynamic wealth management firm in Manchester seeks a Financial Advisor to provide tailored financial advice. You'll benefit from comprehensive training, warm leads, and mentorship while building your client base. The role offers a clear path to becoming a Senior Advice Partner with strong earning potential and professional development support.

Benefits

Warm leads provided

Full back-office support

Regular bonuses

Professional development support

Qualifications

• 1+ year of experience providing financial advice.
• Experience in pensions and retirement planning.

Responsibilities

• Leading client consultations to understand financial goals.
• Creating in-depth financial analyses and investment reviews.
• Developing personalized financial plans.

Skills

Communication

Interpersonal Skills

Entrepreneurial Mindset

Education

DipFA or equivalent

Job description

?? Advice Partner (Financial Advisor)
?? Manchester City Centre | ?? Full-Time, Permanent
?? £35,000 - £45,000 base + generous bonuses
?? Monday to Friday 09.00am - 17.00pm (Office based)

Join a Growing, Ambitious Wealth Management Firm - and Fast-Track Your Career in Financial Advice

They're a dynamic, forward-thinking IFA firm in the heart of Manchester, delivering tailored financial advice to both private individuals and corporate clients. With a strong reputation built on professionalism, integrity, and a commitment to developing there people, they continue to grow year on year-and they want you to be part of that journey.

As a financial advisor, you'll benefit from comprehensive training, warm leads, and hands-on mentorship from experienced Senior Advisers and Partners. The mission is to help you thrive-from building your own client bank to stepping confidently into a Senior role.

?? What You'll Be Doing:

• Leading client consultations to understand financial goals and offer tailored advice.
• Creating in-depth financial analyses-cash flow projections, retirement strategies, and investment reviews.
• Researching investment options and designing portfolios to suit each client's risk profile.
• Developing and presenting personalised financial plans with clarity and confidence.
• Supporting clients with ongoing financial needs, ensuring long-term satisfaction and trust.
• Staying up to date with markets, trends, and regulatory updates.
• Collaborating with paraplanners and support teams to deliver a seamless client experience.
• Engaging in continuous professional development and training to sharpen your edge.

? What You Bring:

• Experience in pensions and retirement planning.
• Ideally 1+ year of experience providing financial advice
• DipFA or equivalent (CII/CISI Level 4 qualified minimum).
• Strong interpersonal and persuasive communication skills.
• Ambition to build your own client base, supported by warm leads and our brand.
• A proactive, self-motivated approach with an entrepreneurial mindset.

What You'll Get:

• Warm leads provided - no cold calling needed.
• Full back-office and paraplanning support, so you can focus on client relationships.
• A clear, structured path to becoming a Senior Advice Partner-at your pace.
• A vibrant Manchester office with like-minded professionals and a supportive culture.
• Regular bonuses, professional development support, and long-term earning potential.

Ready to build something of your own-without doing it alone?
Apply now and take the next big step in your financial advice career.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates