Financial Adviser – Wealth Management (Oldham)

About the role

This is a permanent, full‑time position with a leading wealth management firm based in Oldham. You will join an established client bank and be responsible for delivering high‑quality financial advice across pensions, investments and related products.

Key responsibilities

• Contact clients and conduct in‑depth reviews of their financial circumstances, current provisions and future aims.
• Analyse information and prepare tailored financial plans.
• Assist clients in making informed decisions on pensions, investments and other financial products.
• Research product information from providers and stay up to date with market developments.
• Review and respond to changing client needs and financial circumstances.

Required profile

• Previous experience as a CAS Adviser delivering advice on pensions, investments and related financial products.
• Progress towards Chartered Financial Planner status or a Level 4 Diploma in Financial Planning (essential).
• Strong analytical ability and good understanding of financial matters.
• Excellent interpersonal and relationship‑building skills.

Required skills

What we offer

• Competitive basic salary £45,000‑£50,000 plus a generous bonus scheme.
• Full admin and paraplanning support.
• 25 days holiday plus bank holidays.
• Company pension scheme.
• Free parking and a client bank to manage.