Independent Financial Adviser

Swiss Life; Manchester; On-site; GBP 34,000 - 52,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension scheme

Life assurance – 4× annual salary

Comprehensive induction and training

Funded exams and paid study leave

Flexible benefits package

Cycle‑to‑work scheme

Volunteer days

Employee Assistance Programme

Mortgage service access

Diversity & Inclusion group

Charity events

Job summary

Swiss Life in Manchester is seeking a capable financial planning professional to join our advisory team. You will work closely with our experienced staff to develop and enhance your skills within financial advice and provide holistic guidance to prospective and existing clients.

The role requires Level 4 Diploma in Regulated Financial Planning and strong networking, presentation, and business development skills, with a focus on client-centric service and self-motivation.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is essential.
• Networking, presentation, and business development skills are central to success.
• Ability to be self-motivated, engaging, compassionate, and client-focused is essential.

Responsibilities

• Work closely with our experienced team to develop and enhance your skills within financial advice.
• Provide holistic financial advice to prospective and existing clients.
• Compile accurate investment reports that reflect client requirements and meet our internal business standards.
• Undertake regular fact-finding, presentations, and service review meetings with clients.
• Strive to recognise and develop new business opportunities.
• Follow up on all enquiries to further enhance your business prospects.
• Generate a pipeline of business in order to meet your business plan.

Skills

Networking

Presentation

Business development

Self-motivated

Engaging

Compassionate

Client-focused

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Key Qualifications

The Level 4 Diploma in Regulated Financial Planning is an essential requirement for this role. Networking, presentation, and business development skills are central to success, and the ability to be self‑motivated, engaging, compassionate, and client‑focused is essential.

Responsibilities

• Work closely with our experienced team to develop and enhance your skills within financial advice.


• Provide holistic financial advice to prospective and existing clients.


• Compile accurate investment reports that reflect client requirements and meet our internal business standards.


• Undertake regular fact‑finding, presentations, and service review meetings with clients.


• Strive to recognise and develop new business opportunities.


• Follow up on all enquiries to further enhance your business prospects.


• Generate a pipeline of business in order to meet your business plan.

Compensation & Benefits

Competitive salary with the opportunity to earn an annual bonus.

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays


• Contributory pension scheme


• Life assurance – 4× annual salary


• Comprehensive induction and training programme


• Funded exams and paid study leave


• A wide range of voluntary flexible benefits to suit your individual needs


• The option to buy additional holiday days


• Cycle‑to‑work scheme


• Paid volunteering days each year


• Employee Assistance Programme with access to a 24/7 helpline


• Access to our free mortgage service, through our internal mortgage team


• Employee Forum and Diversity & Inclusion group


• Local and company‑wide events in support of our company charities