Financial Adviser jobs in Golborne
- Eventus Recruitment GroupSalford M50
- Proven experience delivering regulated holistic financial advice.
- Delivering holistic, regulated financial planning advice to clients affected by life-changing…
- View all Eventus Recruitment Group jobs - Salford jobs
- Salary Search: Financial Planner salaries in Salford
- Eventus Recruitment GroupManchester M3
- This is a permanent, full-time role that is mostly home-based, three to four days from home with the option of office-based working in Manchester or any of the…
- Menzies LLPManchester M4 5DL
- Our Deal Advisory team handles various financial aspects within a company, focusing on maximising shareholder value through financial planning, decision-making,…
- Business management, administration and support.
- Collaborate with different teams on strategic projects with a goal of improving our client experience and…
- AtomosSale M33 2DH
- Strong understanding of financial planning processes and client service.
- Write financial planning reports as part of the onboarding process.
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- AtomosSale M33 2DH
- Strong understanding of financial planning processes and client service.
- Write financial planning reports as part of the onboarding process.
- View all Atomos jobs - Sale jobs - Finance Associate jobs in Sale
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- Eventus Recruitment GroupKnutsford WA16
- Free parking
- Company pension
- On-site parking
- At least five years in a paraplanning role at a financial planning organisation.
- Level 4 Diploma qualified in financial planning, with Chartered status or…
Mortgage Advisor
Often replies in 8 daysChartwell Mortgage ServicesManchester- Flexitime
- Life insurance
- Free parking
- Company pension
- Flexible schedule
- Work from home
- Recommend financial services to clients.
- Answer questions regarding financial products and services.
- Confer with clients to discuss financial problems or needs.
Estate Planning Consultant
Urgently needed1st Line Future PlanningUnited Kingdom2 hires made in past 30 daysTop-rated employer- Introduce clients, where appropriate, to our trusted IFA and Solicitor partners for specialist regulated financial advice or reserved legal services.
- Baron & CabotManchester
- Annual leave
- Relocation assistance
- Property Investment Consultant -_ Package_ & Bonus.
- 2% commission split on the Gross Development Value (GDV) (OTEs of £153,000 per year).
- Search ConsultancyLiverpool
- Cycle to work scheme
- A keen interest in financial services and wealth management.
- Graduates with a degree in a related field such as Economics, Wealth Management, Finance, Business,…
- NJR RecruitmentWarrington
- Gathering, reviewing and analysing client information to assist in the preparation of financial recommendations.
- Ongoing training and professional development.
View similar jobs with this employerNJR RecruitmentWarrington- On-site parking
- " Knowledge of (or willingness to learn) financial services regulation.
- Hybrid working after 12 months*.
- Reporting to the Practice Manager, you will play a key…
Financial Services Administrator
Often replies in 1 dayPrestige Recruitment GroupSt Helens WA9- Producing illustrations, quotations and comparisons for advisers.
- Working closely with advisers and the wider team to keep cases moving.
View similar jobs with this employerNJR RecruitmentWarrington- On-site parking
- " Knowledge of (or willingness to learn) financial services regulation.
- Reporting to the Practice Manager, you will play a key role in requesting, tracking and…
- Contact with HM Revenue & Customs and other third parties, including major financial institutions, lawyers and wealth advisory businesses.
- View all EY jobs - Manchester jobs - Tax Advisor jobs in Manchester
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Financial Planner
Job details
Pay
Job type
Benefits
Full job description
Eventus Recruitment are seeking an experienced Financial Planner for a privately owned, specialist financial planning firm with its head office in Salford, Greater Manchester. This is a permanent, full-time role that is fully remote across the UK, with only around one day a month in the Salford office, offering up to £85,000 plus bonuses, a car allowance, private medical insurance, 28 days' holiday and full study support. The work carries real purpose: advising clients whose lives have been changed by serious injury and making sure their compensation lasts a lifetime. You will be joining a financially strong business managing £1.5 billion in assets, with a clear, structured path from Financial Planner through to Director.
About the Role
As Financial Planner you will deliver high-standard regulated advice and holistic financial planning to a caseload of clients affected by life-changing injuries. This is technically demanding work with genuine social purpose, where the quality of your advice directly shapes how well a compensation award supports someone for the rest of their life.
Key responsibilities include:
- Delivering holistic, regulated financial planning advice to clients affected by life-changing injuries
- Leading annual client reviews so compensation awards last a lifetime
- Providing high-level technical advice across high-value cases
- Collaborating with legal representatives on expert witness work
- Developing new business through an established lead allocation process
About You
The right person will be a technically strong adviser who can hold their own across complex cases and bring genuine care to advising clients at a vulnerable point in their lives. Confident, independent judgement matters as much as technical depth here.
You should also be able to demonstrate the following:
- Level 4 Diploma in Regulated Financial Planning
- Competent Adviser Status, able to advise clients without supervision
- Proven experience delivering regulated holistic financial advice
- Strong technical knowledge across pensions, investments, protection and tax
- Confident communication, both for leading client reviews and working alongside legal representatives
Benefits and Rewards
Alongside a salary of up to £85,000 plus bonuses, you will enjoy fully remote working and the following benefits:
- Fully remote working, around one day a month in the office
- Car allowance
- 5.5% employer pension contribution
- 28 days' holiday plus bank holidays
- Private medical insurance
- BUPA cash plan
- Critical illness cover
- Full study support
About the Firm
The employer is a privately owned financial planning firm with a national reach and a specialism that sets it apart: advising people whose lives have been changed by serious injury. It is a financially strong business, managing around £1.5 billion in assets with a 99% client retention rate and an average case size above £2.5m, so the advice is genuinely high-level. Career progression is clear and structured, with a defined path from Consultant through Senior Consultant to Director following a thorough three to six month onboarding. The work has real purpose throughout, combining technical financial planning with close collaboration alongside legal teams on expert witness work.
Next Steps
Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.