If you are an experienced Financial Advisor looking for a job that gives you a warm flow of leads, genuine progression opportunities and the backing of a well-established financial services group, this could be the ideal next step in your career.
This role is perfect for an adviser who enjoys providing high quality investment and retirement planning advice without the constant pressure of cold-sourcing clients. You will join a small, growing advice team that is supported by a wider group structure, giving you access to marketing, compliance, technical expertise and administrative resources.
You will take responsibility for building and managing your own portfolio of clients, offering holistic, unbiased advice and ensuring clients receive the highest standards of service. Much of your time will be spent speaking with warm internal referrals, long-standing existing customers and individuals seeking support with their pensions or investment planning.
As the team expands, you will also play a key role in shaping processes, contributing ideas and helping to strengthen the advice proposition. Longer–term there is scope to grow your client bank significantly, progress your earnings, and broaden your technical exposure across pensions and investments.
Key aspects of the role include:
• Providing regulated financial advice across pensions, investments and retirement planning
• Managing and retaining your own client portfolio
• Handling warm referrals passed from internal teams
• Maintaining high levels of compliance and client care
• Collaborating with senior advisers and group stakeholders
Financial Advisor Requirements
• You must be Level 4 Diploma qualified
• You must have a Minimum 3 years experience as a financial adviser or in a closely related role
• You should have strong pensions and investment knowledge
• You should have experience using IO or similar financial planning software
• You should be able to demonstrable ability to convert warm leads and manage long term client relationships
The Company
You will be joining a reputable and growing UK financial services group with a strong history in pensions and investment administration. The advice division is expanding due to increased internal demand and long term strategic growth, creating an excellent opportunity for an adviser wanting stability, support and high quality client flow.
Financial Advisor Benefits
• Salary £50,000 to £55,000 depending on experience
• Attractive bonus structure in place
• Hybrid working with regular office collaboration
• Comprehensive benefits package including private medical and death in service
• Full marketing, technical, legal, compliance and administrative support
• Warm leads provided from day one
Location
This role is ideally suited to candidates within commutable distance of Sale or the wider Greater Manchester area. Hybrid working is available once established.
If you are looking for a role where you can focus on quality advice, enjoy a steady flow of opportunities and be part of an ambitious team, we would love to hear from you. Apply today to be considered.
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