Eventus Recruitment are seeking a Financial Adviser to join a chartered, independent financial planning firm in Manchester, Greater Manchester, taking over an established client bank. This is a full-time, permanent job, Monday to Friday, 9am to 5pm, paying £60,000 to £80,000, with hybrid working, no fixed office days and a team day every other Monday. The package includes a pension matched up to 5%, 25 days holiday plus bank holidays, life assurance at four times salary after probation, group income protection, a paid mobile phone and study support. The Financial Adviser is measured on looking after clients well rather than on sales targets, with a shared team of paraplanners and administrators behind them in the Manchester, Greater Manchester office.
Role Responsibilities
The job of Financial Adviser here starts with an existing client bank rather than a blank diary. The first priority is getting to know those clients, keeping them and looking after them properly, with more office time while you settle in. Work runs from ISAs, GIAs, bonds and pensions through to trusts, specialist pensions and more complex inheritance tax planning, with lifetime cashflow modelling at the heart of each plan. New business comes in too, mostly through long-standing solicitor relationships, and the firm builds it as a team rather than leaving each adviser to find it alone.
Key responsibilities include:
- Taking ownership of an established bank of private clients
- Running annual reviews and keeping long-standing clients engaged
- Advising on retirement, tax, investment and estate planning
- Building trust quickly with clients who are new to you
- Winning new clients alongside the wider adviser team
- Briefing the shared paraplanning and administration team on each case
Person Specification
The successful Financial Adviser will ideally be a qualified, practising adviser who is comfortable with complex clients and wants to be judged on how well they are looked after. Chartered status is welcome but not essential, and advisers working towards it are encouraged to apply. Advisers currently titled Financial Planner, IFA or Wealth Manager are equally welcome. Advisers from restricted firms are welcome too, where they want to advise without sales targets.
You should also be able to demonstrate the following:
- Level 4 Diploma and a current Statement of Professional Standing
- Experience looking after an established private client bank
- Technical confidence with pensions, investments, trusts and IHT
- Organised management of a full review and advice diary
- Initiative in growing relationships and winning referrals
- Comfort with cashflow modelling and back office systems
- Sound judgement on complex and vulnerable client cases
- Clear, confident communication with clients and introducers
- A client-first approach built on long-term relationships
Benefits and Rewards
This Financial Adviser job pays £60,000 to £80,000 and is full-time and permanent, Monday to Friday, 9am to 5pm, with hybrid working, no fixed office days and a team day every other Monday. Alongside the salary, the employer offers:
- Salary of £60,000 to £80,000
- Full-time, permanent, Monday to Friday, 9am to 5pm
- Hybrid and remote working, no fixed office days, team day every other Monday
- 25 days holiday plus bank holidays
- Pension matched up to 5%
- Life assurance at four times salary after probation
- Group income protection
- Mobile phone paid for
- Study support
- Shared support from five paraplanners and five administrators
About the Company
The employer is a long-established, chartered and independent financial planning firm in Manchester, Greater Manchester, advising private clients across the North West and beyond. Alongside retirement, tax, investment and estate planning, the practice also does specialist planning for clients with injury awards and for divorce, much of it referred by solicitors. A large paraplanning and administration team supports the advisers as one shared resource, so no paraplanner or administrator is tied to one adviser and every Financial Adviser has the same backing. Staff tend to stay for years, so advisers work with the same support team over time, and one paraplanner has recently stepped up into advice.
Next Steps
Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.