Regional Director - Financial Planning & Growth Leader

HILLS FINANCIAL LIMITED; Manchester; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Generous business splits

Equity/share options

Employed option available

Team leadership opportunities

Job summary

A growing financial services firm in Manchester is looking for an experienced Financial Adviser to deliver holistic advice across various financial products. You'll manage key client relationships, lead portfolio reviews, and drive new business initiatives. The ideal candidate holds a UK Level 4 Diploma in Financial Advice and has proven experience in financial planning. This full-time role offers generous splits on business and opportunities for equity options and team leadership.

Qualifications

• Minimum 3 years of experience in financial planning or financial services.
• Proven track record in financial advice.
• Current CAS status required.

Responsibilities

• Deliver holistic advice across pensions, investments, protection, and estate planning.
• Lead client portfolio reviews.
• Drive new business and strengthen client relationships.

Skills

Relationship-building skills

Compliance knowledge

Entrepreneurial mindset

Education

UK Level 4 Diploma in Financial Advice

Job description

A growing financial services firm in Manchester is looking for an experienced Financial Adviser to deliver holistic advice across various financial products. You'll manage key client relationships, lead portfolio reviews, and drive new business initiatives. The ideal candidate holds a UK Level 4 Diploma in Financial Advice and has proven experience in financial planning. This full-time role offers generous splits on business and opportunities for equity options and team leadership.