Financial Adviser

About the role

An exciting opportunity has arisen for a motivated and ambitious Financial Adviser to join a growing wealth‑management firm in the North West. The role is ideal for a newly qualified adviser or someone with 1‑2 years of experience who wants to develop client relationships and deepen technical knowledge.

Key responsibilities

• Provide high‑quality financial advice across pensions, investments, protection, savings and tax planning.
• Build and maintain strong long‑term client relationships.
• Understand each client’s financial objectives and circumstances.
• Collaborate with paraplanning and administration teams to deliver an excellent client experience.
• Manage and develop an existing client bank while identifying opportunities to grow assets under management.
• Support wider business improvements and contribute to strong client outcomes.
• Maintain CPD requirements and annual SPS accreditation.
• Deliver advice in line with FCA regulations and company standards.

Required profile

• Fully qualified to provide regulated financial advice (Level 4 Diploma essential).
• 1‑2 years’ experience as a Financial Adviser or newly qualified adviser looking to progress.
• Strong understanding of financial planning and wealth management.
• Experience dealing with clients face‑to‑face and virtually.
• Excellent communication and relationship‑building skills.
• Strong attention to detail and organisational ability.
• Comfortable working collaboratively within a team environment.
• Proactive, client‑focused and motivated to succeed.

Required skills

What we offer

• Opportunity to join a growing and supportive wealth‑management business.
• Strong paraplanning and administration support.
• Career progression and ongoing development opportunities.
• Collaborative team environment.
• Competitive salary, bonus and benefits.