Overview
I'm recruiting Financial Advisers in Altrincham for the desk-based proposition of an independent financial planning firm. £45k basic + commission, Y1 OTE c. £73,000, with day-one earnings on a pre-booked appointment flow.
This is a different Financial Adviser role to most you'll see in the North West. There's no prospecting, no cold desk, no slow build to OTE. The firm has built an established lead source that feeds pre-booked appointments to the adviser team — every meeting in the diary is a warm enquiry from a client looking to discuss pensions, retirement planning, or tax-efficient strategies.
The firm is a circa £1bn AUM independent financial planning practice with 40 advisers across multiple offices. All staff eligible for a £3,600 tax-free annual bonus post-probation (c. £5,000 gross equivalent). The desk-based proposition runs alongside the firm's traditional advice arm, with central research and paraplanning supporting both.
Hybrid working is part of the model. The current desk-based team operates out of Altrincham, and that's the anchor for new hires — with hybrid flex available once embedded.
Financial Adviser responsibilities
* Running pre-booked Teams appointments with warm clients
* Converting 15-minute initial calls into first meetings, then recommendations
* Pension transfers, retirement planning and tax-efficient strategies
* Working with central research and paraplanning support
* Handing clients to the review team post-recommendation
Financial Adviser requirements
* 1+ years' IFA experience preferred (restricted backgrounds welcome — SJP, Quilter)
* Level 4 Diploma in Regulated Financial Planning
* Strong technical knowledge of pensions and tax-efficient planning
* High-activity, conversion-focused mindset
* Comfortable with desk-based volume and a transactional client model
Financial Adviser salary and benefits
* £45,000 basic + commission, Y1 OTE c. £73,000
* £3,600 tax-free annual bonus (c. £5,000 gross equivalent)
* 26 days\' effective holiday
* Death-in-service cover
* Vitality private healthcare
* EV salary sacrifice
* 5% employer / 3% employee pension
* Hybrid working with an Altrincham anchor
Interested in this Financial Adviser role?
If you're a Financial Adviser in Altrincham, Greater Manchester, or the wider North West, and the desk-based proposition appeals, apply now or get in touch for a confidential conversation. If the role isn't quite right but you're considering your next move, I'm always happy to talk — I cover the Northwest financial planning market and have a clear picture of what's available.
Duncan McIlroy
Head of Financial Services, Eventus Recruitment Group
Email: duncan.mcilroy@eventusfinance.com
Phone: 07950 472 004
#J-18808-Ljbffr