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Financial Adviser jobs in Warrington

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    • NJR Recruitment are looking to hire an experienced financial advisor to work for an established and highly regarded financial planning and wealth management…
    • Possess excellent technical knowledge across a broad range of financial planning disciplines.
    • A strong communicator who can explain complex financial matters…
    • Knowledge of cashflow modelling and financial analysis tools.
    • Completing relevant calculations and financial analysis to support recommendations.
    • Making sure suitable recommendations are always made and propose financial solutions that meet each client's goals and objectives.
    • Produce insightful financial analysis and ad hoc reporting to support business planning and strategic decision making.
    • CIMA/ACCA/ACA Qualified or Finalist.
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    • Our best performers have come from a wide range of industries, such as travel, financial services, car sales, recruitment, media sales etc.
    • This role is ideal for someone with experience in financial services or customer service, who enjoys speaking to customers, solving problems and wants to…
    • In this fully remote role, you will be responsible for providing expert mortgage advice to their diverse clientele, working closely with the qualifying and case…
    • Commission splits- Up to 15% on Banked income, 30% on self generated clients, 25% on all 3rd party referrals i.e. Pension, Estate Planning, Surveys & Solicitors…
    • " Knowledge of (or willingness to learn) financial services regulation.
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Experienced Financial Adviser
NJR Recruitment
Manchester
Up to £75,000 a year
Permanent, Full-time
Apply now

Job details

Up to £75,000 a year
Permanent, Full-time
Manchester

Full job description

Experienced Financial Adviser

Location: North West / Flexible
Salary: Up to £75,000 + benefits
Employment Type: Permanent

The Opportunity

NJR Recruitment are looking to hire an experienced financial advisor to work for an established and highly regarded financial planning and wealth management business.

This is an excellent opportunity for an adviser who has built a strong career within financial services and, importantly, has developed an established client bank and trusted client relationships.

The successful candidate will have the opportunity to work with an established client base while continuing to develop and grow their portfolio within a supportive and professionally led environment.

The Role

As an Experienced Financial Adviser, you will be responsible for:

  • Managing and developing an established portfolio of private clients.
  • Providing holistic financial planning and investment advice tailored to individual client needs.
  • Building long-term, trusted relationships with clients.
  • Conducting regular client reviews and identifying opportunities to support clients with their wider financial objectives.
  • Developing and maintaining your existing client bank.
  • Working closely with internal specialists and support teams to deliver a high-quality client experience.
  • Identifying opportunities for new business and referrals.
  • Ensuring all advice and client activity is delivered in line with regulatory and compliance requirements.

About You

We are looking for an experienced Financial Adviser who can demonstrate:

  • Minimum 5 years' experience as a Financial Adviser.
  • An established and transferable client bank.
  • A strong track record of managing and developing client relationships.
  • Experience providing holistic financial planning and investment advice.
  • Strong communication and relationship-building skills.
  • A professional, client-focused approach.
  • The ability to work independently while also contributing to a wider team.
  • Relevant financial planning qualifications, ideally Level 4 Diploma qualified or equivalent.

What’s on Offer

  • Salary of up to £75,000, depending on experience.
  • Opportunity to join an established and growing financial planning business.
  • The chance to develop and grow an existing client portfolio.
  • Professional support and established infrastructure.
  • A long-term career opportunity within a respected financial services environment.
  • Benefits package and additional rewards.

Interested?

If you are an experienced Financial Adviser with 5+ years' experience and an established client bank, this could be an excellent opportunity to take the next step in your career.

Apply now or get in touch for a confidential conversation. NJR17029

#ADM

Application question(s):

  • Do you have a Minimum of 5 years' experience as a Financial Adviser?

Work Location: In person

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