Hybrid Financial Advisor with Full Back-Office Support

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

Benefits offered by this job

Flexible hybrid working

Performance-related bonus

Full administrative support

Paraplanning assistance

Professional development opportunities

Job summary

Premier Jobs UK Limited is working with a thriving wealth management firm to recruit an experienced Financial Advisor. The role covers Manchester and surrounding areas, offering autonomy with robust support and growth potential.

You will guide clients through pensions, investments, savings and protection with a structured advice process, delivering face-to-face and virtual meetings, reviews, and ongoing relationship management, using CRM tools.

Qualifications

• Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent).
• Essential: Practicing Financial Advisor with proven client management skills.
• Essential: Strong interpersonal and communication abilities.
• Desirable: Business development and networking experience.

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

Client management

Interpersonal communication

Networking & business development

Financial advisory experience

Education

Diploma in Regulated Financial Planning (or FCA approved equivalent)

Tools

Financial planning software

Microsoft Teams

Job description

Premier Jobs UK Limited is working with a thriving wealth management firm to recruit an experienced Financial Advisor. The role covers Manchester and surrounding areas, offering autonomy with robust support and growth potential.

You will guide clients through pensions, investments, savings and protection with a structured advice process, delivering face-to-face and virtual meetings, reviews, and ongoing relationship management, using CRM tools.