Independent Financial Adviser - Manchester

RecruitUK; Manchester; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Competitive salary up to £40k

Excellent bonuses

Flex working - office/home based

Full exam training towards obtaining level 6 Chartered status

Support from a dedicated team

Job summary

A well-established UK financial advisory firm is seeking an Independent Financial Adviser in Manchester. The role offers a competitive salary of up to £40k plus bonuses and benefits. Responsibilities include delivering expert financial planning and wealth management advice while working with a dedicated paraplanning team. This position provides excellent training towards obtaining level 6 Chartered status and opportunities to build a client base and work with High Net Worth clients. Flexibility in working arrangements is available.

Qualifications

• Level 4 diploma qualification is required.
• Ability to manage and develop a client bank.
• Experience in delivering financial planning and wealth management advice.

Responsibilities

• Deliver financial planning and wealth management advice.
• Work alongside paraplanning, compliance, and administrative teams.

Skills

Technical/product knowledge

Effective communication

Ability to work under pressure

Education

Diploma (Dip PFS) or equivalent

Job description

Job Description

Job Title: Independent Financial Adviser

Location: Newcastle-Upon-Tyne

Job ref: 14253

Job Description:

Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become an excellent adviser? Then look no further.

Recruit UK are working on an excellent opportunity for an Independent Financial Adviser role in Manchester to join a well-established UK Independent Financial Advice firm.

My client is a leading UK wealth management and private client financial advice firm. They are looking for a level 4 diploma qualified professional to work on an existing national introducer contract building strong long-lasting relationships and managing and developing a client bank. You will be delivering financial planning and wealth management advice and working with a paraplanning team to ensure advice given is of the highest quality.

What’s in it for you:

• Competitive salary up to £40k plus excellent bonuses and benefits
• Flex working - office/home based
• Opportunity to deal with High Net Worth Clients and build own client base
• Full exam training towards obtaining level 6 Chartered status
• Work alongside dedicated team of Paraplanners, Compliance and Administrators
• Join friendly team at central Manchester offices

Skills and experience required:

• Diploma (Dip PFS) or equivalent
• Ability to work under pressure to meet deadlines
• Ability to understand and communicate advice practices and processes clearly and effectively
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions