Financial Adviser

Manchester or Edinburgh £45,000-£60,000 DOE + performance incentives

Full-time - Permanent

Hybrid (3 days in office)

A forward-thinking, tech-enabled financial planning firm is seeking an ambitious Financial Adviser to join its growing advisory team. This is an opportunity to be part of a business that is redefining how clients engage with their financial future-combining digital innovation with high-quality, human-centred advice.

If you're motivated by delivering exceptional client outcomes, excited by modern ways of working, and keen to help shape the future of financial planning, this role offers a genuinely fresh challenge.

The Role

You will provide holistic, life-centred financial advice to a diverse client base, supported by market-leading digital tools and a progressive advice framework. The position blends relationship-building, strategic planning, and innovative thinking to deliver outstanding long-term value for clients.

Key Responsibilities

• Deliver personalised, goals-based financial planning tailored to each client's life journey.
• Use digital platforms and tools to enhance engagement, efficiency, and service delivery.
• Challenge traditional industry approaches and contribute to new, modern advisory practices.
• Build and nurture strong client relationships, generating referrals and supporting business growth.
• Ensure all advice meets FCA regulatory standards while maintaining a client-first mindset.
• Engage and grow an existing client bank, helping individuals better understand and take control of their financial future.

About You

• Level 4 Diploma in Financial Planning (or equivalent) required; Chartered status desirable.
• A modern, tech-positive mindset with a passion for innovation.
• Strong relationship-building skills and the ability to connect with a wide range of clients.
• Entrepreneurial, proactive, and excited by working within a high-growth environment.
• Proven experience delivering high-quality financial advice and strong client outcomes.

What's on Offer

• Competitive salary £45,000-£60,000, dependent on experience.
• Performance-based incentives.
• A dynamic, flexible, and forward-thinking working environment.
• Access to advanced digital tools to enhance client engagement.
• Clear professional development pathways and career progression opportunities.

Benefits

• 8% employer pension contribution (4% employee).
• Life Assurance & Group Income Protection.
• Private Medical Insurance (Bupa).
• 25 days annual leave + bank holidays.
• Staff discounts on investment products.
• Personal & Well-being Fund.
• Retail discounts across major high-street and online brands.
• Flexible benefits package to tailor to your lifestyle.

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