Financial Advisor

CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE

One of Quilter’s partner firms located in Salford is currently looking to recruit an experienced, ambitious Financial Adviser to join their growing business.

With a portfolio coming up for review shortly, this is a pivotal moment and they need someone capable of managing that review process and helping shape the next stage of growth.

This is a rare opportunity to join a well-supported business at a crucial point in its development.

Whether you’re already self-employed and looking for better infrastructure, or you’re an employed adviser ready to take more ownership, this could be the opportunity for you.

What’s on offer

• Generous splits on both provided business and self-generated business.
• Employed option available for advisers bringing assets or a transferable client base.
• Equity/share options available – become a true stakeholder in the business.
• Scope to build the team.

Responsibilities required for the role

• Provide holistic financial advice across pensions, investments, protection, and estate planning.
• Lead the upcoming portfolio review and manage this process to ensure optimal outcomes for clients.
• Help grow the firm’s client base through new business and relationship development.
• Collaborate closely with the support team to ensure high standards of service and compliance.

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