Independent Financial Advisor

Fintelligent Search; Manchester; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial advisory firm in Salford is seeking an Independent Financial Adviser to provide comprehensive financial advice and lead a portfolio review. This role offers a negotiable salary between £80,000 and £100,000, equity options, and flexible working arrangements. Ideal candidates should have a Level 4 Diploma, compliance knowledge, and at least 3 years of financial services experience. This is an exceptional opportunity to shape the firm's future and grow your career.

Benefits

Equity/share options

Flexible working arrangements

Generous revenue split options

Qualifications

• At least 3 years of experience in financial services or planning.
• Proven track record in financial advice.
• Experience in a network or directly authorised setting is preferred.

Responsibilities

• Provide comprehensive financial advice on pensions, investments, protection, and estate planning.
• Lead the upcoming portfolio review.
• Expand the firm's client base through new business development.
• Collaborate with the support team to maintain high service standards.
• Contribute to the firm's operational development.

Skills

Financial advice

Client relationship building

Compliance knowledge

Portfolio management

Entrepreneurial spirit

Education

Level 4 Diploma qualification with current CAS status

Job description

Are you an ambitious Independent Financial Adviser looking for an exciting new challenge? Our client, a growing firm based in Salford, is seeking a skilled adviser to join their team. With 2.5 million currently under management and a portfolio review on the horizon, this is a fantastic opportunity to shape the company's future.

This role offers a negotiable salary ranging from 80,000 to 100,000 annually, depending on experience. You'll enjoy flexible working arrangements, including 1-2 days working from home, and have the chance to become a true stakeholder in the business with equity/share options. They will also offer a retainer in your first 3 months, to guarantee and support your earnings.

Our client is a well-established firm with years of experience in providing independent mortgage advice. They offer a comprehensive range of UK mortgage products, including re-mortgages and buy-to-let options. Their mission is to simplify the mortgage process, ensuring clients make informed decisions on their largest financial transactions.

As an Independent Financial Adviser, your responsibilities will include:

• Providing comprehensive financial advice on pensions, investments, protection, and estate planning.
• Leading the upcoming portfolio review to achieve optimal client outcomes.
• Expanding the firm's client base through new business and relationship development.
• Collaborating with the support team to maintain high service and compliance standards.
• Contributing to the firm's operational development and client process efficiency.

Package and Benefits:

The Independent Financial Adviser role comes with an attractive package

• Annual OTE of 80,000 - 100,000+ (uncapped)
• Equity/share options for a stake in the business.
• Flexible working arrangements, including 1-2 days WFH.
• Generous revenue split options.
• Opportunity to build and lead a team.

The ideal candidate for the Independent Financial Adviser position will have:

• A Level 4 Diploma qualification with current CAS status.
• A proven track record in financial advice, with strong compliance and FCA knowledge.
• Excellent relationship-building skills for maintaining client trust.
• At least 3 years of experience in financial services or planning.
• A proactive, entrepreneurial spirit suited to a flexible environment.
• Experience in a network or directly authorised setting is preferred.

If you're an experienced Financial Planner, Wealth Manager, Pensions Adviser, Investment Consultant, or Financial Consultant, this Independent Financial Adviser role could be the perfect fit for you. Explore this opportunity to advance your career in a dynamic and supportive environment.

If you're ready to take the next step in your career as an Independent Financial Adviser, this is your chance to join a thriving firm at a pivotal moment. Don't miss out on this opportunity to make a significant impact and grow with the company. Apply now!

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