Financial Adviser

3 weeks ago


Manchester, United Kingdom DMD Recruitment LTD Full time

**Financial Adviser Role**

As a growing and ambitious financial adviser practice with clients across the North West and

Midlands, we are looking for a financial adviser to join our team.

This exciting role will see a financial adviser join our existing team of 11 advisers in providing

excellent financial advice to a number of our 2,000+ clients. The incoming adviser will be given clients

to service.

financial adviser for at least two years.

Principal Accountabilities / Main Responsibilities
- Providing 1st class advice to clients on wealth management covering pensions, investments,

tax planning, savings and protection products.
- Working with the sizeable paraplanning and administration team to deliver timely reports and

great customer service.
- The new adviser will be provided with a client bank, but they will be expected to grow the

asset bank through bringing across additional assets where possible.
- Ability to learn and develop with the business as it grows.
- Working with the adviser team and wider business to encourage and drive changes to

ultimately provide clients with a better service.

Knowledge & experience
- Detailed knowledge of financial advice and technical aspects
- Experience at dealing with clients on a face to face and online basis
- Experience of working with clients of high net worth preferable but not essential.
- Experience of working in a team to drive better outcomes for all stakeholders



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