Financial Advisor

4 days ago


Manchester, United Kingdom Fram Search Full time

Hybrid working
- Independent financial planning firm
- Predominantly female clients

Fram are working with an independent financial planning firm with an office in Manchester. Due to a member of the team retiring, our client is looking for a financial advisor to take over a book of predominantly female clients in the Manchester area. The role is employed, and advisors are not required to bring clients with them, but to grow and nurture the book for clients they are given. Advisors have dedicated paraplanning and administration teams to support them. This is a great opportunity for an advisor from either an independent or restricted background, who are unable to move clients from their current firm and need a book for client to be given to them in a new role. The client book is predominantly female clients who are recently divorced and need financial guidance/advice.

The role is to provide clients with specialist advice on how to manage their money. It will involve researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs.

Responsibilities included:

- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
- analysing information and preparing plans best suited to individual clients' requirements
- completing risk analyses
- researching the marketplace and providing clients with information on new and existing products and services
- designing financial strategies
- assisting clients to make informed decisions
- researching information from various sources, including providers of financial products
- reviewing and responding to clients changing needs and financial circumstances
- keeping up to date with financial products and legislation


  • Financial Advisor

    9 months ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    19 hours ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 week ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    2 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients...

  • Financial Advisor

    2 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients...

  • Financial Advisor

    2 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients...

  • Financial Advisor

    2 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients...

  • Debt Advisor

    7 months ago


    Manchester, United Kingdom The Debt Advisor Full time

    **Job Description and Specification** Job Title: Debt Advisor Department: The Debt Advisor Responsible to: Head of Operations Hours of work: 35 hours per week Main Purpose: To provide whole of market advice to prospective consumers The Debt Advisor is a rapid growing business with a firm foothold in the IVA and Debt Management market. We are looking to...

  • Financial Advisor

    2 weeks ago


    Manchester, UK, Greater Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients...

  • Financial Advisor

    23 hours ago


    Manchester, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **Manchester**|**Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business...

  • Financial Advisor

    5 days ago


    Manchester, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£50,000 - £100,000 | Un-Capped Earnings Potential** **Manchester | Surrounding Area’s** **Clients + Leads Provided** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national...

  • Financial Advisor

    21 hours ago


    Manchester, United Kingdom Premier Jobs UK Limited Full time

    This home based employed Financial Advisor job provides you with existing clients to service and opportunity to grow the portfolio You will be provided with an existing portfolio of clients, from previous and recent successful acquisitions. The business has two teams of Financial Advisors, with a team responsible for servicing their mass affluent and high...


  • Manchester, United Kingdom Switch Advisor Ltd Full time

    As a Customer Service Advisor, you will play a crucial role in ensuring our customers have a positive experience with our products/services. You will be responsible for addressing customer inquiries, resolving issues, and providing support to enhance overall customer satisfaction. **Responsibilities**: - Provide exceptional customer service to clients by...


  • Manchester, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Manchester| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...

  • Expert Wealth Advisor

    2 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    **Career Opportunity:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on an employed basis with one of our Strategic Partner firms.The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience. Our company offers a...

  • Financial Advisor

    1 week ago


    manchester, United Kingdom Ascent Full time

    Job OverviewWe are seeking a highly skilled Financial Advisor to join our team at Ascent. This is an exciting opportunity for someone who wants to make a real difference in the lives of others.The successful candidate will be responsible for providing technical and practical support when dealing with debt recovery and litigation actions on behalf of our...


  • Manchester, United Kingdom Gibson Hollyhomes Full time

    **Financial Solutions Advisor** **£20,000 - £22,000 + uncapped bonus - OTE £30,000 - £50,000** **Manchester, M1** I am recruiting for a leading Financial Services company, based in Manchester City Centre, who specialise in Financial and Debt Management Solutions. I am looking for individuals who are either looking to kickstart or further their career...


  • Manchester, United Kingdom The Debt Advisor Full time

    **Job Description and Specification** **Job Title**: Junior Corporate Insolvency Administrator **Department**:The Debt Advisor / The Business Debt Advisor **Responsible to**: Head of Operations **Hours of work**: 35 hours per week This is a great opportunity to for someone to progress in the fascinating world of corporate and personal...


  • Manchester, United Kingdom Devere Acuma Full time

    Launch Your Career as a Trainee Financial Advisor with deVere Group in Dubai or one of our international offices Who We Are deVere Group is a globally recognised, independent financial institution, driven by an ambitious vision to lead the field in advice-led financial planning.Our Dubai Marina office is expanding, and we are looking for two motivated...


  • Manchester, United Kingdom Four Financial Full time

    **Customer Service Advisor **_(Office based, no experience required!)_** **Full Time, Permanent** **Salary - £22,000** **Location - Central Manchester** A large, well-established organisation based in Manchester are seeking numerous Customer Service Advisors to join their team on a permanent basis, working within a large Financial Services department and...