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?? Fast-Growing Firm | High-Quality Leads | Flexible Working | Earnings up to £100K+ OTE
A unique opportunity has opened at a dynamic and fast-growing financial advisory firm recently spun out from a larger organisation. With a strong pipeline of incoming enquiries—soon to increase significantly through a partnership with a major accountancy firm—we're now looking for a proactive Financial Adviser to help meet the growing demand.
You’ll be joining a tight-knit, supportive team of 10, with a centralised paraplanning function, AI-powered systems, and a business model that does the heavy lifting when it comes to lead generation.
?? Role Overview-
Location: Liverpool (face-to-face meetings required)
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Salary: £60,000 basic + bonus structure (OTE £80,000-£100,000+)
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Working Model: Hybrid/Remote depending on the situation
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Team Size: 10-person core team with shared support functions
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Leads: Provided by the business - no need to self-source
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Paraplanning Support: Strong central team - FAs only do ~15% paraplanning
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Managing and converting a high volume of qualified enquiries
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Building client relationships through in-person and remote meetings
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Delivering holistic financial advice in line with regulatory standards
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Collaborating with the paraplanning and admin teams to ensure seamless service
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Bringing a sales mindset and strong time management to meet revenue goals
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Diploma Level 4 qualified (minimum)
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Strong sales ability with a consultative, client-first approach
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Able to manage a busy workload and maintain high service standards
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Comfortable working in a growing, entrepreneurial environment
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Based in or willing to travel to Liverpool
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£45,000 to £60,000 base salary
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Lucrative bonus scheme - realistic OTE £80-100k+
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33 days holiday (including bank holidays)
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Pension scheme with matched contributions
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Remote/hybrid working options
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Supportive team culture with low red tape and a focus on client outcomes
Paraplanner, IFA, Report Writing, Research & Analysis, Financial Planning, Wealth Management, Financial Services.
