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Permanent

Financial Adviser

The Eventus Recruitment Group
Altrincham
money-bag £45000 Annual
Posted: 05 June 2026 (5 days ago)
Closing date: 05 July 2026
Ref: 3112209490

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 clientsConverting initial calls into first meetings, then recommendationsPension transfers, retirement planning and tax-efficient strategiesWorking with central research and paraplanning supportHanding clients to the review team post-recommendationWhat you''ll need:1+ years'' IFA experience (restricted backgrounds welcome - SJP, Quilter)Competent Adviser Status (CAS)Level 4 Diploma in Regulated Financial ..... full job details .....

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