Financial Advisor in Manchester Area

Job description

Join a growing, purpose-driven wealth management firm delivering long-term value to UK investors. We’re looking for a motivated Financial Advisor to provide holistic financial advice and build meaningful client relationships across the UK.

What You’ll Do

1. Client Engagement & Prospecting

• Identify and engage with new retail and institutional clients
• Travel across the UK to build your client base and promote our investment solutions
• Represent our brand in local communities and marketing campaigns

2. Financial Planning & Advisory

• Conduct fact-finding, needs analysis, and risk assessment
• Deliver tailored financial advice on UCITS funds, SIPPs, and ISAs
• Prepare and implement recommendations with ongoing service reviews

3. Product Knowledge & Research

• Stay informed on financial markets, legislation, and ethical investment trends
• Advise confidently on retirement planning, tax optimisation, and financial protection

4. Compliance & Administration

• Maintain accurate client records and documentation in line with FCA and AML standards
• Adhere to RDR and Treating Customers Fairly (TCF) principles
• Support company reporting, compliance, and performance tracking

5. Relationship Management

• Build long-term, trust-based relationships with clients
• Offer consistent support and strategic financial guidance over time

Requirements

• Bachelor’s Degree from a reputable University
• Level 4 or 7 qualified & RDR compliant (e.g. CII, CISI)
• Valid Statement of Professional Standing (SPS)
• Knowledge of UK tax, retirement savings, and investment products
• Strong interpersonal and communication skills
• Self-driven, target-oriented, and confident in lead generation
• Willingness to travel (including 2 weeks every 2 months outside London)
• Full UK driving licence

Why join us

We offer structured training, mentorship from senior professionals, and an environment where your work has a lasting impact. This role is ideal for someone passionate about financial wellbeing, ethical investing, and client empowerment.

Help people plan their futures. Grow a career with purpose.

#FinancialAdvisor #WealthManagement #IFA #ManchesterJobs #FinanceJobsUK #FinancialPlanning #FCA #SIPP #ISA #UCITS #RDR #Hiring

Extra information

Status

Open

Education Level

Secondary School

Location

Manchester Area

Type of Contract

Part-time jobs

Published at

16-08-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English