Financial Adviser

A specialist, privately owned financial planning firm is looking for an experienced Financial Adviser to support clients rebuilding their lives after life-changing injury. The role of Financial Adviser is either hybrid or fully remote, whatever works best for you. The role has real purpose and a strong package behind it: up to £85,000 plus bonuses, a car allowance, private medical insurance, 28 days' holiday and full study support.

About the firm:

This is a privately owned financial planning firm with a specialism that sets it apart: advising people whose lives have been changed by serious injury, making sure their compensation lasts a lifetime. It is financially strong, managing £1.5 billion in assets with a 99% client retention rate and an average case size above £2.5m, so the advice is genuinely high-level. The incoming Financial Adviser can be based anywhere in the UK, with only around one day a month at their Salford, Greater Manchester head office. Progression is clear and structured, with a defined path from Consultant through Senior Consultant to Director.

The role:

As Financial Adviser, you'll deliver high-standard regulated advice and holistic financial planning to a caseload of clients affected by life-changing injuries. This is technically demanding work with genuine social purpose.

• Delivering holistic, regulated financial planning advice to clients affected by life-changing injuries
• Leading annual client reviews so compensation awards last a lifetime
• Providing high-level technical advice across high-value cases
• Collaborating with legal representatives on expert witness work
• Developing new business through an established lead allocation process

What you'll need:

• Level 4 Diploma in Regulated Financial Planning
• Competent Adviser Status, able to advise clients without supervision
• Proven experience delivering regulated holistic financial advice
• Strong technical knowledge across pensions, investments, protection and tax
• Confident communication, both for leading client reviews and working alongside legal representatives

The package:

• Salary up to £85,000 plus bonuses
• Hybrid or fully remote, around one day a month in the office
• Car allowance
• 5.5% employer pension contribution
• 28 days' holiday plus bank holidays
• Private medical insurance
• BUPA cash plan
• Critical illness cover
• Full study support

Next steps:

Apply now if your skills and experience align with this Financial Adviser role. Alternatively, for a confidential conversation about this or other financial planning opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.