Financial Advisor

FM JOBS LIMITED; Manchester; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Hybrid working arrangements

Performance-related bonus

Administrative and operational support

Paraplanning assistance

Professional development opportunities

Job summary

FM JOBS LIMITED is recruiting an experienced Financial Advisor to join a thriving wealth management team in Manchester. You will guide clients toward financial independence through comprehensive planning and a structured advisory process, covering pensions, investments, savings, and protection.

In this role you will deliver both face-to-face and virtual meetings, perform financial reviews, and develop new business via networking and referrals, while using CRM tools to enhance client service and

Qualifications

• 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.

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 skills

Communication

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?

• 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.