Financial Advisor: Hybrid Role with Full Support & Growth

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

Benefits offered by this job

Hybrid working arrangements

Admin support

Paraplanning support

Professional development opportunities

Job summary

Premier Jobs UK Limited is supporting a thriving wealth management firm in Manchester to recruit an experienced Financial Advisor. You will guide clients through comprehensive financial planning, including pensions, investments, savings, and protection, while building lasting relationships.

The role offers hybrid working, back-office support, and robust lead generation to help you grow your client bank. You should have a Diploma in Regulated Financial Planning and proven advisory experience with

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

Interpersonal skills

Communication

Business development

Networking

Financial planning software

MS Teams

Education

Diploma in Regulated Financial Planning

FCA approved equivalent

Job description

Premier Jobs UK Limited is supporting a thriving wealth management firm in Manchester to recruit an experienced Financial Advisor. You will guide clients through comprehensive financial planning, including pensions, investments, savings, and protection, while building lasting relationships.

The role offers hybrid working, back-office support, and robust lead generation to help you grow your client bank. You should have a Diploma in Regulated Financial Planning and proven advisory experience with