Financial Planner

HILLS FINANCIAL LIMITED; Manchester; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Generous business splits

Equity/share options

Employed option available

Team leadership opportunities

Job summary

A growing financial services firm in Manchester is looking for an experienced Financial Adviser to deliver holistic advice across various financial products. You'll manage key client relationships, lead portfolio reviews, and drive new business initiatives. The ideal candidate holds a UK Level 4 Diploma in Financial Advice and has proven experience in financial planning. This full-time role offers generous splits on business and opportunities for equity options and team leadership.

Qualifications

• Minimum 3 years of experience in financial planning or financial services.
• Proven track record in financial advice.
• Current CAS status required.

Responsibilities

• Deliver holistic advice across pensions, investments, protection, and estate planning.
• Lead client portfolio reviews.
• Drive new business and strengthen client relationships.
• Collaborate with the support team to maintain high standards of service and compliance.
• Contribute to operational improvements and growth strategy.

Skills

Relationship-building skills

Compliance knowledge

Entrepreneurial mindset

Client trust management

Education

UK Level 4 Diploma in Financial Advice

Job description

Regional Director - specialising in recruitment of existing AR firms wanting a change of direction, also helping new start businesses and…

📍 Salford | Flexible Options Available

CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE

Are you an experienced and ambitious Financial Adviser looking for a rare opportunity to join a growing, well-supported business at a pivotal stage? Hills Financial Ltd, part of the award-winning Hills Residential group, is seeking a talented adviser to help shape the next phase of growth.

With a portfolio coming up for review shortly, this is your chance to take ownership, manage key client relationships, and play a central role in the firm’s development.

About Hills Financial Ltd

Hills Financial Ltd is the dedicated mortgage and financial planning arm of Hills Residential, a leading property agent in Manchester and Lancashire. We provide clients with holistic financial advice, ensuring a seamless experience across property, mortgages, and wealth management. Backed by strong infrastructure and compliance support, we empower advisers to deliver exceptional outcomes.

What’s on Offer

• Generous splits on both provided and self-generated business
• Employed option available for advisers bringing assets or a transferable client base
• Equity/share options – become a true stakeholder in the business
• Scope to build and lead a team

Responsibilities

• Deliver holistic advice across pensions, investments, protection, and estate planning
• Lead the upcoming portfolio review and ensure optimal client outcomes
• Drive new business and strengthen client relationships
• Collaborate with the support team to maintain high standards of service and compliance
• Contribute to operational improvements and growth strategy

Experience Required

• UK Level 4 Diploma in Financial Advice (minimum) and current CAS status
• Proven track record in financial advice with strong compliance knowledge
• Excellent relationship-building skills and client trust management
• Ideally 3+ years’ experience in financial planning or financial services
• Self-starter with an entrepreneurial mindset

Experience within a network or directly authorised environment is preferred.

Ready to take ownership of your future?

👉 Apply today and join a business where your expertise truly makes an impact.

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Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Financial Services and Pension Funds