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Financial Adviser

Job in Lancashire, Lancashire, England, UK
Listing for: NJR Recruitment
Full Time position
Listed on 2026-06-28
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 50000 GBP Yearly GBP 45000.00 50000.00 YEAR
Job Description & How to Apply Below

Financial Adviser Oldham £45,000 - £50,000 Plus Bonus

Due to a pending retirement, we have an excellent opportunity for a Financial Adviser to join their team to service and grow an existing client bank

What's in it for you?
  • Good basic salary
  • Generous bonus scheme
  • Full Admin and Paraplanning support
  • 25 days holiday + Bank Holidays
  • Full client bank provided
  • Company pension
  • Free Parking

This role will suit someone who has excellent relationship building skills and has been working within financial planning with experience of Pensions & Investments.

Responsibilities will include:
  • Contacting clients and conducting in-depth reviews of clients' financial circumstances, current provision and future aims
  • Analysing information and preparing plans best suited to individual clients' requirements
  • Assisting clients to make informed decisions
  • Researching information from various sources, including providers of financial products
  • Reviewing and responding to clients changing needs and financial circumstances
What we need from you?
  • Previous experience as a CAS Adviser, providing advice across pensions, investments and other financial products
  • Progress towards Chartered Financial Planner status advantageous, but a level 4 Diploma is essential
  • Detailed knowledge of financial planning solutions
  • You must be able to demonstrate a good understanding of financial matters and strong analytical skills
  • Strong interpersonal skills

Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of client service

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