Financial Advisor
Listed on 2026-08-04
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Financial Advisor Exciting Opportunity with a Fast-Growing Wealth Management Firm
Are you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.
Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join their collaborative team. With offices across the UK, they are continuing to expand and bolster their footprint, with current focus on recruiting in Manchester, Birmingham, Bristol / Bath and the surrounding regions.
Key responsibilities include:- Managing your own client relationships and delivering holistic, compliant financial advice
- Conducting comprehensive reviews and creating tailored strategies across pensions, investments, and protection
- Converting warm leads into long-term client relationships
- Working towards agreed performance targets with full support
Essential:
Level 4 Diploma in Regulated Financial Planning ( Chartered status or working towards Chartered is desirable)
Essential:
Experience delivering holistic financial advice in a planning-led environment
Essential:
Strong understanding of FCA regulatory requirements
Desirable:
Track record of building and maintaining client relationships
Our client is an award-winning financial planning firm with a reputation for putting clients first and investing heavily in their people. Following recent investment, they're executing an ambitious growth strategy whilst maintaining their collaborative, supportive culture. They operate a salaried model with performance bonuses, and all advisors have the opportunity to participate in equity ownership.
Competitive salary based on experience
Discretionary performance bonus scheme
Group income protection and life assurance
24 days holiday rising to 26, plus 2 additional days at Christmas
Support with professional qualifications including Chartered status
Wellbeing programme, eye care scheme, and cycle to work scheme
LocationThis Financial Advisor opportunity is open to candidates based in or around Manchester, Birmingham or Bristol / Bath. Flexible working arrangements are available, though regular client meetings and team collaboration are part of the role.
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