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Financial adviser

Manchester
Search Consultancy
Financial advisor
Posted: 11 February
Offer description

Financial Adviser

* Location: Remote with occasional travel to Manchester (must live within reasonable travel distance)
* Salary: £50,000-£55,000 + bonus
* Hours: Full time, Monday to Friday
* Contract: Permanent


We are seeking a qualified Independent Financial Adviser with strong experience in Pensions, Investments, and Protection. All leads are provided through an introducer network - no prospecting required .

Requirements

* Level 4 Diploma in Financial Advice (CII or equivalent)
* Minimum 2-3 years' experience as an IFA (not tied/restricted)
* Strong pensions and investment planning knowledge
* FCA Approved Person & Competent Adviser Status
* Excellent communication, analytical and organisational skills
* Confident user of Microsoft Office and client systems

Role Overview

* Provide regulated financial advice and full needs analysis
* Produce compliant suitability reports and pension transfer assessments
* Manage cases from start to completion, ensuring FCA and Consumer Duty requirements
* Maintain accurate file quality and meet service-level standards
* Collaborate with internal teams and follow company processes
* Complete required training and maintain competence through ongoing CPD

Benefits

* Bonus scheme (target 3× salary; 25% paid on excess)
* 5% matched pension
* 4× salary death in service
* 23 days annual leave + birthday off
* Leave purchase scheme
* PerkBox
* Remote working after onboarding

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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