Independent Financial Advisor - Greater Manchester

TN United Kingdom; Manchester; Hybrid; GBP 95,000 - 200,000; Full time

Job summary

An established industry player is seeking a Self-Employed Independent Financial Advisor to join their successful team. This role offers the flexibility of home-based work with the option to utilize offices across the UK. The firm is renowned for its supportive environment, providing extensive training and resources to ensure advisors can operate independently while delivering exceptional service to clients. With an attractive earnings potential based on lead conversion and self-generated business, this position is perfect for driven individuals looking to make a significant impact in the financial sector.

Benefits

Research Package

Investment Proposition

Training and Development

Technical Support

Wills & Trusts Package

Paraplanning Team

Qualifications

• Experience in financial advisory roles with a focus on client satisfaction.
• Ability to generate leads and maintain long-term client relationships.

Responsibilities

• Generate business and provide bespoke financial services.
• Effectively sell a wide range of financial products.

Skills

Financial Advice

Client Relationship Management

Lead Generation

Holistic Financial Planning

Education

Diploma in Financial Advice

Equivalent Qualifications

Job description

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Client:

GCB

Location:

Manchester, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

33f7290c8bfd

Job Views:

10

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

My clients are an established, award-winning firm with an excellent reputation within the area. Their current directors and shareholders have successfully grown the business, now employing 80+ advisers across the UK. They are looking to continue expanding due to the ongoing success of the firm.

The firm provides a high level of support, training, and services for both registered individuals and appointed representatives, along with a client suitability framework to ensure advisers can operate independently and compliantly, enabling the best outcomes for clients. They are seeking a Self-Employed Independent Financial Advisor to join their successful team.

Working Hours:

• Home-based position with the option to work from offices around the UK.

The successful Independent Financial Advisor will be offered:

• £95,000 - £200,000 OTE (based on lead conversion and self-generated business)
• Research package & Investment proposition
• Training and Development
• Technical Support
• Wills & Trusts package
• Paraplanning Team
• Diploma Qualified or equivalent in Financial Advice
• Full UK Driving License
• Leads provided (client bank preferable)
• Ethical and customer-focused approach

Responsibilities of the Independent Financial Advisor include:

• Generating business and providing an excellent, bespoke service with a holistic approach
• Effectively selling the company's services across a wide spectrum of financial products
• Maintaining positive and profitable long-term relationships with clients in their best interests