Financial Advisor / Broker

Robert Walters; Greater Manchester; On-site; GBP 50,000 - 70,000; Full time

Job summary

A respected financial advisory firm in Manchester is seeking a qualified Financial Advisor to join their team during a period of transformation. The role involves engaging with clients to create tailored financial plans and ensuring compliance with regulations. This position offers a competitive salary and the opportunity to make a significant impact.

Benefits

23 days annual leave

Bank Holidays

Qualifications

• CISI qualified and fully authorised to give financial advice.
• Strong background in advising on stocks and shares.

Responsibilities

• Engage with clients to understand their financial goals.
• Create and deliver tailored financial plans.
• Ensure clients meet all regulatory and compliance requirements.

Skills

Interpersonal Skills

Communication Skills

Education

CISI Qualification

Job description

Financial Advisor / Broker

Location: Manchester City Centre (Office-based)

Salary: £50,000 - £70,000 per annum (DOE) + Annual Bonus

Contract: Permanent or Temporary

Benefits: 23 days annual leave + Bank Holidays

A respected and long-established financial advisory firm in Manchester is currently undergoing an exciting period of transformation. As part of this change, we're looking for a qualified and client-focused Financial Advisor to join the team-either on a permanent or temporary basis.

Key Responsibilities:

• Engage with clients to understand their financial goals, concerns, and long-term objectives
• Create and deliver tailored financial plans and investment strategies
• Act as the main point of contact for clients seeking online access to their investment portfolios
• Ensure clients meet all regulatory and compliance requirements
• Stay informed on the latest financial regulations, market trends, and industry best practices

What We're Looking For:

• CISI qualified and fully authorised to give financial advice
• Strong background in advising on stocks and shares, with experience providing client-appropriate investment recommendations
• Solid understanding of tax implications related to investment decisions
• Excellent interpersonal and communication skills

If you're a proactive and knowledgeable advisor ready to make a difference during a pivotal time of change, apply online today to take the next step in your career.

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