Independent Financial Advisor / Financial Planner

South Greater Manchester

£45,000 Basic | OTE circa £75,000

Additional Profit-Related Bonus

Full-Time | Office-Based

Client Advice Delivered via Phone & Online Meetings

We are working with our client, an established and growing independent financial planning business, to recruit an experienced Independent Financial Planner to join their expanding team.

This is an excellent opportunity for a Level 4 qualified adviser who enjoys the new business side of financial planning – engaging with new clients by phone and online, completing fact finds and delivering high-quality financial recommendations.

The Big Advantage?

Our client has a strong and consistent flow of inbound opportunities, allowing you to focus on what you do best – speaking with clients and providing independent financial advice.

The Role

You will:

Engage with new clients primarily via telephone and online meetings

Complete comprehensive fact finds

Provide holistic independent advice across pensions, investments and protection

Deliver compliant and appropriate financial recommendations

Work closely with administration, research and compliance teams

Focus on new business and initial client engagement

Ongoing annual reviews are handled separately by a dedicated client review team, allowing you to concentrate on new clients and new business.

What We're Looking For

Level 4 Diploma in Financial Planning

Minimum 2 years' experience within a financial planning/adviser environment

Strong telephone and online client engagement skills

Knowledge of pensions, investments and protection

Comfortable working in a fast-paced, high-volume environment

Strong compliance and professional standards

CAS is not required

What's On Offer?

£45,000 basic salary

OTE circa £75,000

Additional profit-related bonus

Phone and online-based client advice

Structured four-week training programme

Support towards achieving CAS

Supportive and collaborative adviser environment

Excellent growth and development opportunities

This could be an ideal opportunity for an adviser who loves speaking with new clients and delivering independent financial advice.

Interested in finding out more? Apply directly or send us a private message for a confidential conversation.