Financial Advisor - Stock Exchange

Financial Advisor
Location: Manchester City Centre (Office-based)
Salary: £30,000 – £50,000 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.