Financial Advisor

About the role

Applicants must hold a Level 4 Diploma in UK Financial Advice. If you are an experienced Financial Advisor looking for an employed role, this opportunity may be right for you. You will work on an employed basis with one of our strategic partner firms.

• All leads are professionally introduced through a robust lead generation process.
• Attractive remuneration terms.
• Full paraplanning and admin support.
• Market‑focused training provided.
• Business and personal development.
• Infrastructure to fully support advisers delivering a first‑class service to clients, enhancing your income.
• National coverage.
• Many great opportunities for advisers to maximise earnings.

• Ensure clients make wise and profitable decisions to meet their financial goals.
• Prepare sound financial plans to help clients meet their targets.
• Advise clients on current financial issues and make recommendations.
• Generate new business and build introducer relationships.
• Customise financial plans according to clients’ changing needs.
• Build strong relationships to retain existing clients.
• Maintain and update knowledge of regulations, practices and financial products.

• Proven experience as a financial planner.
• Ability to analyse financial information and comply with regulations.
• Proficiency in MS Office and CRM systems.
• Attention to detail and strong math skills.
• Strong ethics, with a customer‑oriented attitude.
• Outstanding communication skills, fostering long‑term relationships.
• Diploma in Financial Services.

• Diploma in Financial Advice.
• Industry sales experience.
• Strong understanding of investment and pension business.
• Excellent interpersonal skills.
• Ambition and hunger for success.

Mid‑Senior level

Part‑time

Finance and Sales

Software Development

Location:

Manchester, England, United Kingdom