Home-Based Financial Adviser for HNW Clients

Recruit UK; Lancashire; On-site; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Car allowance

Home based

OTE £100k+

Paraplanning support

Job summary

Recruit UK is sourcing a Financial Adviser in Manchester to join a leading UK-wide Independent Financial Advice firm. You will manage existing clients, nurture leads, and attract new business while guiding clients toward financial independence.

The role is home-based with required face-to-face meetings and an excellent bonus structure including OTE £100k+. You will work with HNW clients across Manchester and surrounding areas, benefiting from in-house admin, paraplanning support, and a strong

Qualifications

• Client-facing financial advice experience required.
• Good knowledge of financial planning and wealth management.
• Experience handling HNW clients and face-to-face meetings preferred.

Responsibilities

• Manage existing client base and respond to volume leads.
• Attract new business and grow client book.
• Guide clients to financial independence with clear planning strategies.
• Attend face-to-face client meetings while working from home.

Skills

Client facing

Financial planning

Education

Level 4 Diploma in Financial Advice

Job description

Recruit UK is sourcing a Financial Adviser in Manchester to join a leading UK-wide Independent Financial Advice firm. You will manage existing clients, nurture leads, and attract new business while guiding clients toward financial independence.

The role is home-based with required face-to-face meetings and an excellent bonus structure including OTE £100k+. You will work with HNW clients across Manchester and surrounding areas, benefiting from in-house admin, paraplanning support, and a strong