Financial Advisor
hace 8 días
Westhoughton
Financial Adviser Manchester or Edinburgh £45,000-£60,000 DOE + performance incentives Full-time - Permanent Hybrid (3 days in office) A forward-thinking, tech-enabled financial planning firm is seeking an ambitious Financial Adviser to join its growing advisory team. This is an opportunity to be part of a business that is redefining how clients engage with their financial future-combining digital innovation with high-quality, human-centred advice. If you're motivated by delivering exceptional client outcomes, excited by modern ways of working, and keen to help shape the future of financial planning, this role offers a genuinely fresh challenge. The Role You will provide holistic, life-centred financial advice to a diverse client base, supported by market-leading digital tools and a progressive advice framework. The position blends relationship-building, strategic planning, and innovative thinking to deliver outstanding long-term value for clients. Key Responsibilities • Deliver personalised, goals-based financial planning tailored to each client's life journey., • Use digital platforms and tools to enhance engagement, efficiency, and service delivery., • Challenge traditional industry approaches and contribute to new, modern advisory practices., • Build and nurture strong client relationships, generating referrals and supporting business growth., • Ensure all advice meets FCA regulatory standards while maintaining a client-first mindset., • Level 4 Diploma in Financial Planning (or equivalent) required; Chartered status desirable., • A modern, tech-positive mindset with a passion for innovation., • Strong relationship-building skills and the ability to connect with a wide range of clients., • Entrepreneurial, proactive, and excited by working within a high-growth environment., • Competitive salary £45,000-£60,000, dependent on experience., • Performance-based incentives., • A dynamic, flexible, and forward-thinking working environment., • Access to advanced digital tools to enhance client engagement., • 8% employer pension contribution (4% employee)., • Life Assurance & Group Income Protection., • Private Medical Insurance (Bupa)., • 25 days annual leave + bank holidays., • Staff discounts on investment products., • Personal & Well-being Fund., • Retail discounts across major high-street and online brands., • Flexible benefits package to tailor to your lifestyle. JBRP1_UKTJ