Financial Adviser

I'm recruiting recently CAS qualified Financial Advisers for an IFA firm with a strong desk-based proposition. £45k basic + commission, Y1 OTE c. £73,000, with day-one earnings on a pre-booked appointment flow. Hybrid working with an Altrincham anchor.

About the firm:

A well-regarded independent financial planning firm with around £1bn in client assets and 40 advisers across multiple offices. The desk-based arm runs alongside the firm's traditional advice proposition, with central research and paraplanning supporting both. All staff eligible for a £3,600 tax-free annual bonus once they've completed probation.

The role:

This is a Financial Adviser role for advisers who want predictable activity and day-one earnings without prospecting. Appointments are pre-booked through an established lead source. The structure is: 15-minute initial Teams call first meeting recommendation meeting. Once a client is on the books, a separate review team handles the ongoing relationship - leaving the Financial Adviser free to focus on conversion.

• Running pre-booked Teams appointments with warm clients
• Converting 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

What you'll need:

• 1+ years' IFA experience (restricted backgrounds welcome - SJP, Quilter)
• Competent Adviser Status (CAS)
• 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

The package:

• £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, Vitality healthcare, EV salary sacrifice
• 5%/3% pension
• Hybrid working with an Altrincham anchor

Next steps:

If you're a Financial Adviser who wants day-one earnings without the prospecting grind, apply now or get in touch for a confidential conversation. These are three priority hires as the desk-based proposition scales.

Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other 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.

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