About this role
Financial Adviser Location: Manchester
About the Role An established Wealth Management business based in Liverpool is looking to recruit a Financial Adviser to join its team.
This is an opportunity for an adviser to build and maintain strong client relationships, deliver tailored financial advice and support clients with their long-term financial goals.
Working alongside an experienced team, you'll be responsible for providing high-quality financial planning and developing lasting relationships with clients.
Key Responsibilities Provide holistic financial advice tailored to clients' individual needs and objectives.Build and maintain strong relationships with new and existing clients.Conduct client meetings, fact-finds and regular financial reviews.Develop suitable financial planning strategies across pensions, investments, retirement planning and protection.Research and recommend appropriate financial products and solutions.Prepare and present clear, compliant recommendations to clients.Manage and develop an ongoing client bank.Identify opportunities to grow client relationships and generate new business.Maintain accurate client records and ensure all advice meets regulatory and compliance requirements.Work closely with the wider support team to deliver an excellent client experience. About You Previous experience as a Financial Adviser within an IFA or Wealth Management environment.Level 4 Diploma in Regulated Financial Planning or equivalent.Strong technical knowledge across pensions, investments and wider financial planning.Excellent communication and relationship-building skills.A professional, personable and client-focused approach.The ability to manage your own workload and build long-term client relationships.A proactive approach to business development and career progression. Interested? If you're a Financial Adviser considering your next move in Manchester, I'd love to have a confidential conversation.