Innovative Financial Adviser — Growth, Tech‑enabled Impact

Dubizzle Limited; Manchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prominent financial services firm in the UK is looking for a Financial Adviser to deliver exceptional client outcomes. The candidate should have a Level 4 Diploma in Financial Planning, experience in financial advisory, and a client-focused approach. Responsibilities include providing holistic financial planning, utilizing digital tools, and engaging with clients to foster business growth. The firm offers competitive salary, ongoing professional development, and a dynamic work environment.

Benefits

Group Personal Pension Plan – 8% employer contribution

Life Assurance and Group Income Protection

Private Medical Insurance – Provided by Bupa

25 Days Annual Leave plus bank holidays

Staff Discounts on investment products

Personal & Well-being Fund

Retail Discounts

Voluntary Flexible Benefits

Qualifications

• Qualified Adviser with Level 4 Diploma in Financial Planning or equivalent.
• Experience in a financial advisory role with a proven track record.
• A client-focused approach with a focus on financial wellbeing.

Responsibilities

• Deliver high-quality, holistic financial planning for clients.
• Use digital tools for enhanced service delivery.
• Build strong client relationships and contribute to business growth.

Skills

Client-focused approach

Relationship-building skills

Modern mindset embracing technology

Entrepreneurial spirit

Experience delivering client outcomes

Education

Level 4 Diploma in Financial Planning

Chartered status (desirable)

Tools

Digital tools and platforms

Job description

A prominent financial services firm in the UK is looking for a Financial Adviser to deliver exceptional client outcomes. The candidate should have a Level 4 Diploma in Financial Planning, experience in financial advisory, and a client-focused approach. Responsibilities include providing holistic financial planning, utilizing digital tools, and engaging with clients to foster business growth. The firm offers competitive salary, ongoing professional development, and a dynamic work environment.