Independent Financial Advisor IFA

Apollo Insurance Brokers; Greater Manchester; On-site; GBP 60,000 - 90,000; Full time

Job summary

Apollo Insurance Brokers in Greater Manchester seeks a qualified Independent Financial Advisor to join a new venture and lead day-to-day client advice, focusing on existing group clients and expanding markets.

You will meet private and business clients, assess goals and risk, prepare financial plans, and provide independent, whole-of-market recommendations while ensuring regulatory compliance and accurate records. On-site role with travel across the North West.

Qualifications

• Proven ability to develop tailored financial plans.
• Deep knowledge of investments, portfolio construction and risk.
• Experience in retirement planning and pension options.
• Professional qualifications such as Diploma in Financial Planning and FCA recognition.
• Strong analytical, numerical and documentation accuracy.
• Clear communication to explain complex financial matters and build trust.
• Ethical conduct and independence of advice.
• On-site working in Greater Manchester with ability to travel across the North West.

Responsibilities

• Meet private and business clients to assess goals and risk.
• Prepare financial plans and whole-of-market recommendations.
• Review portfolios and ensure regulatory compliance.
• Collaborate with insurance brokers to deliver integrated advice.
• Maintain client records and conduct regular reviews.
• Develop new client relationships and marketing plans.

Skills

Financial Planning

Investment Knowledge

Retirement Planning

Regulatory Knowledge

Analytical Skills

Communication Skills

Ethics & Independence

Client Relationship Building

Education

Diploma in Financial Planning

FCA-recognized credentials

Job description

I am looking for a qualified IFA or small existing practice to join me in a new venture supporting our group clients with a new IFA practice. You would lead the business on day-to-day basis looking to maximise opportunities from our existing group as well as developing a wider marketing plan.

Whilst this is a new venture we plan to build out the business via recruitment and acquisition.

Company Description:

We currently have businesses operating in insurance, banking, and property with offices in North Manchester (Head Office), South Manchester, and Liverpool. Established in 1967, the core business is a professional firm of insurance brokers, serving clients across the North West and the wider UK. The firm works with organizations of all sizes and from diverse industry sectors, offering a full range of insurance broking services. The company is focused on impartial advice, long-term client relationships, and high-quality service.

Role Description:

The Independent Financial Advisor (IFA) role is a full-time, on-site position based in Greater Manchester, working closely with Apollo Insurance Brokers’ client base. The IFA will meet with individual private clients and business clients to assess their financial goals, risk tolerance, and current arrangements, and provide independent, whole-of-market recommendations. Day-to-day tasks include preparing financial plans, advising on investments and retirement strategies, reviewing existing portfolios and policies, and ensuring compliance with relevant regulations and internal standards. The IFA will collaborate with insurance broking colleagues to deliver integrated advice, maintain accurate client records, and conduct regular reviews to keep clients’ financial strategies aligned with changing circumstances. The role also involves building new client relationships, delivering clear written and verbal explanations of complex financial matters, and staying up to date with market, product, and regulatory developments.

Qualifications:

• Strong Financial Planning and Financial Advisory skills, with proven experience creating tailored, client-focused plans.
• Solid knowledge of Finance and Investments, including portfolio construction, risk assessment, and product comparison.
• Expertise in Retirement Planning, such as pensions, retirement income options, and long-term savings strategies.
• Relevant professional qualifications (e.g., Diploma in Financial Planning or equivalent, FCA-recognized credentials) and up-to-date regulatory knowledge.
• Excellent analytical, numerical, and problem-solving abilities, with strong attention to detail and documentation accuracy.
• Clear and confident communication skills, with the ability to explain complex financial information in accessible terms and build trust-based client relationships.
• Demonstrated ethical conduct, independence of advice, and commitment to treating clients fairly.
• Comfortable working on-site in Greater Manchester, with good time management and the ability to manage a varied client portfolio.
• Comfortable travelling to see clients throughout the North West and occasionally the wider UK.