Financial Adviser – Manchester


Fancy joining our team? We’re hiring!

We are looking for a Financial Adviser to join our Wealth Management team in our Manchester office to provide clients with specialist advice on how to manage their money, as well as researching the marketplace and recommending the most appropriate products and services available in line with the firms centralised investment proposition (CIP) and ensuring clients are aware of and understand products that best meet their needs.

About the role

We are a progressive, dynamic firm of financial advisers and accountants specialising in exciting sectors.


  • Contacting clients and setting up meetings, either at the office or in clients’ homes or business premises
  • Conducting in-depth reviews of clients financial circumstances, current provision and future aims.
  • Analysing information and preparing plans best suited to individual clients’ requirements
  • Completing client risk analysis
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Designing financial strategies in line with CIP and where required, with the use of cash flow modelling
  • Assisting clients to make informed decisions
  • Researching information from various services, including providers of financial products
  • Reviewing and responding to clients changing needs and financial circumstances
  • Promoting and selling financial products to meet given or negotiated sales targets
  • Communicating and introduce other professionals, such as estate agents, solicitors and valuers
  • Keeping up to date with financial products and legislation
  • Producing financial reports
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Meeting the regulatory aspects of the role, requirements for disclosure, costs of the services provided and also the advised products.
  • Adhere to CIP
  • Maintain minimum continuous professional development of 35 hours (21 structured/14 unstructured)
  • Comply with firm’s compliance procedures
  • Comply with training and competence scheme
  • Demonstrate awareness and practical application of the principles of TCF
  • Commitment to maintaining statement of professional standards (Mandatory)
  • Working hours are linked to expected KPI’s and revenue targets


  • Minimum Level 4 diploma qualified
  • Capable of explaining complex information simply and clearly
  • Strong networking skills and able to establish relationships with clients
  • Research and analytical skills
  • Negotiation and influencing skills as well as determination and tenacity
  • The ability to work in a team
  • Time management skills
  • Customer service skills
  • Self-motivation and organisation
  • Good level of numeracy and IT skills
  • A target driven mind-set
  • A flexible approach to work
  • Decision making skills
  • Discretion and an understanding of the need for client confidentiality
  • An ethical and professional approach to work

About Us

We are an established firm of financial consultants to entrepreneurs, with offices in the heart of Manchester city centre and soon to be Leeds.

We have teams in accounting, tax, wealth management, corporate finance, payroll and marketing, all of which you will be given the opportunity to work closely alongside.

We are also offering £500 to anyone who refers someone to us who we employ, so if you know of someone get in touch!

For more information, please visit our Careers page.

*Please note: If you are a recruitment agency, please take note that we no longer look to use an external resource as we are doing this through our own resources

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