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Financial Advisor

IDEX Consulting Ltd
Closing date
26 Jun 2022

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Contract Type
Full Time
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As one of the most exciting Financial Services companies in the UK, Schroders Personal Wealth have a career opportunity for a dynamic, client service focused Financial Advisor in Manchester.

This region needs an exceptional person who is a client driven team player.

You'll contribute to a busy and thriving team in order to deliver exceptional customer service to their new and existing clients.

They're looking for energetic professional people who are excited by the opportunities this presents and the difference they can make.

As an experienced Advisor they help you with your professional and personal development by supporting training and development opportunities and funding your professional qualifications.

If you are attracted to joining a growing business with significant growth aspirations, a unique employed adviser model, supported by industry leading technology, and parentage that provides expertise in both asset management and access to leads across the UK we want to talk to you!

The Role

  • Meeting new and existing clients face-to-face and over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate and ongoing financial goals.
  • Managing and building a designated portfolio of client relationships and introductions, identifying and addressing clients' financial needs.
  • Using a range of business development strategies to proactively onboard new clients within your geographical area.
  • Establishing links with introducers, both internal and external.
  • Adapting and enhancing relationships and building and maintaining a trusted adviser relationship with clients.
  • Leveraging opportunities within existing client for referrals and intergenerational activity.

The Benefits:

  • Highly competitive salary.
  • Annual bonus plan.
  • Up to 15% pension contribution, if you put in 6%.
  • Agile working.
  • 4x DIS.
  • PMI
  • You will receive a cash sum of 4% in addition to your basic salary, to exchange for a variety of benefits. Options include bikes for cycling to work, discounts on gym memberships and dental insurance; or you can simply receive cash. Access to Retail Discounts & Cashback.
  • If you need a car for your role, they'll provide you with a car allowance to be able to buy or lease one. This is available for those who drive more than 10,000 business miles annually
  • Funding for professional qualifications, as well as subscriptions to professional bodies.
  • Everyone has access to the dedicated Intranet site which focuses on four key elements of wellbeing in everyday life (body, mind, finances and work).
  • Company-paid health screening is provided to you as part of your reward package, entitling you to a free health check every 2 years.

For more information please contact Graeme Hyland on 07896 933622 or email
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