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Financial Advisor

Capio Recruitment Financial Planning
Posted 3 days ago, valid for a month
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Financial Advisor position is located in Manchester with hybrid flexibility and offers a highly competitive base salary along with an exceptional bonus scheme.
  • Candidates should have a Level 4 qualification with CAS and ideally possess several years of experience in a client-facing advisory role.
  • The role involves converting qualified warm leads and developing new business, supported by strong administrative and paraplanning resources.
  • This opportunity is ideal for ambitious advisors who wish to access high-quality clients and build a successful client base with substantial internal support.
  • The firm emphasizes rewarding performance and offers a clear focus on advisor success and long-term growth.

Financial AdvisorLocation: Manchester (with hybrid flexibility)Salary: Highly Competitive Base + Exceptional Bonus SchemeWarm Leads Provided | Business Development Opportunity | Established and Growing Firm

Are you an experienced Financial Advisor looking for a fresh challenge with stronger support, better quality leads, and higher earnings potential?

We’re working with a highly regarded Liverpool-based wealth management firm that has recently formed a strategic partnership with a respected accountancy practice in Manchester. As a result, they now have a consistent flow of qualified, warm leads across the North West — and they’re looking for an Advisor to join the team and play a key role in both converting leads and developing new business.

This is a great opportunity for an ambitious advisor who wants access to high-quality clients, a competitive package, and the autonomy to build a successful book with strong internal support.

What’s on offer:

  • Consistent stream of qualified leads from the partnered accountancy firm
  • Strong administrative and paraplanning support
  • Market-leading bonus scheme and a highly competitive base salary
  • Opportunity to grow your own client base alongside provided business
  • Supportive leadership with a clear focus on advisor success and long-term growth

About you:

  • Level 4 qualified with CAS, ideally with several years' experience in a client-facing advisory role
  • Strong business development skills with a track record of growing and maintaining client relationships
  • Confident in dealing with HNW clients and providing holistic financial planning
  • Based in or willing to cover the North West region (Manchester/Liverpool)
  • Ambitious, self-driven, and eager to be part of a firm that rewards performance

If you’re looking to join a firm where your experience is valued, your leads are warm, and your earnings reflect your success — let’s have a confidential conversation.

Apply now !

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.