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.
- Engage and grow an existing client bank, helping individuals better understand and take control of their financial future.
About You
- 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.
- Proven experience delivering high‑quality financial advice and strong client outcomes.
What's on Offer
- 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.
- Clear professional development pathways and career progression opportunities.
Benefits
- 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.
