Senior Financial Adviser

St. James’s Place

Manchester

Remote

GBP 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Flexible work structure

Career progression opportunities

Administrative support

Competitive remuneration

Job summary

A leading financial advisory firm in Manchester is seeking a Senior Manager for Partnership Recruitment. The ideal candidate will provide holistic financial advice to high net worth clients, managing an allocated client bank. Applicants should possess a Level 4 Diploma in Financial Planning and demonstrate results-driven client-facing skills. The role offers flexibility in employment type, with competitive remuneration and opportunities for professional growth.

Qualifications

Applicants must have CAS Status achieved as a regulated adviser.
Demonstrable track record that can be validated.

Responsibilities

Provide sound, holistic, compliant financial advice to HNW individuals.
Develop and manage long-term professional relationships.

Skills

Client-facing skills

Results-driven

Marketing and networking

Education

Level 4 Diploma in Financial Planning

Job description

Senior Manager Partnership Recruitment @ St. James's Place Wealth Management

Working with a growing and expanding Practice within St. James's Place, this exciting opportunity will be the perfect role for someone looking for growth in their career.

We are open to applications from those seeking either an employed or self-employed position and you will benefit from an existing client bank and the prospect of an equity share in the business in the future - an excellent career opportunity.

Employed roles will have a salary of £50,000 - £70,000 plus fantastic rewards outside of this.

As an Appointed Representative of St. James’s Place Wealth Management Plc, we offer access to a leading FTSE 100 company with more than GBP 190bn+ funds under management.

What’s on Offer:

Flexible Structure: This role is available on either an employed basis, with a competitive salary and benefits, or a self-employed basis offering excellent earning potential.
Client Allocation: You will be allocated a professional client bank.
Comprehensive Support: Administrative support will be provided, as agreed, depending on the contract.
Complete Flexibility: All team members work from home, and Advisers meet clients either at their homes or online.
Career Progression: Genuine opportunities for professional growth and development.
Remuneration Benefits: Competitive remuneration, dependent on experience.

The Role:

You will provide sound, holistic, compliant financial advice to high net worth (HNW) individuals and businesses covering investments, protection, pensions, tax, and trust planning. You will not be expected to bring clients along with you, as you will be allocated a professional client bank that will allow you to develop and grow your sector.

However, you will be expected to develop and manage long-term professional relationships, requiring a strong appetite for marketing and networking to maximise referrals.

About You:

Applicants must have CAS Status achieved as a regulated adviser with a successful and demonstrable track record that can be validated.
Level 4 Diploma in Financial Planning (or equivalent) is required.
You should be ethical, results-driven, and possess strong client-facing skills.

How to Apply:

Follow the next steps via this advert.

Early applications are encouraged, as we may close the vacancy once a suitable candidate has been identified.

Seniority level