SAMUELS FINANCIAL LLP
Financial Adviser
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Financial Adviser
Samuels Financial LLP | Manchester | Employed
The Opportunity
Samuels Financial LLP is looking to appoint an experienced Financial Adviser to join its established Manchester-based team on an employed basis.
This is an excellent opportunity for a client-focused adviser who is looking to develop their career within a professional, relationship-led wealth management business. You will work closely with private clients, families and business owners, providing high-quality, holistic financial advice designed to help clients build, protect and preserve their wealth.
The role offers the stability of an employed position alongside the opportunity to build strong, long-term client relationships and become an integral part of an established and supportive team.
Key Responsibilities
- Manage and develop long-term relationships with a portfolio of private clients, families and business owners.
- Conduct comprehensive client meetings, fact-finds and financial reviews to understand clients’ objectives, circumstances and attitudes to risk.
- Provide holistic financial planning and wealth management advice across areas including investments, pensions and retirement planning, protection and estate/inheritance-tax planning.
- Develop clear, suitable and compliant financial strategies aligned to each client’s individual circumstances and objectives.
- Prepare and present recommendations and suitability reports to clients in a clear and engaging manner.
- Maintain regular contact with clients and proactively identify changing needs and planning opportunities.
- Work collaboratively with the wider administration and support team to deliver an efficient, high-quality client experience.
- Develop professional relationships with centres of influence and generate appropriate new client opportunities through referrals and networking.
- Maintain accurate client records and ensure all advice is delivered in line with regulatory, compliance and company requirements.
- Keep up to date with relevant legislation, regulation, market developments and professional standards.
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About You
We are looking for an established Financial Adviser who combines strong technical knowledge with excellent interpersonal and relationship-building skills.
You will ideally have:
- Level 4 Diploma in Regulated Financial Planning or equivalent.
- Current SPS and relevant adviser status/experience.
- A strong understanding of holistic financial planning and wealth management.
- Proven experience advising private clients, ideally including pensions, investments, retirement planning and protection.
- Excellent communication and presentation skills.
- A genuine client-first approach, with the ability to build trust and develop relationships over the long term.
- Strong commercial awareness and the confidence to identify opportunities for existing and prospective clients.
- High standards of professionalism, integrity and attention to detail.
- The ability to work independently while contributing positively to a close-knit team environment.
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Why Join Samuels Financial LLP?
Samuels Financial LLP has built its reputation around developing long-term relationships with clients and providing a personal, professional service focused on helping individuals, families and businesses achieve their financial goals.
As an employed Financial Adviser, you will benefit from:
- The security and stability of an employed position.
- An established Manchester-based wealth management business.
- A collaborative team environment with experienced advisers and dedicated administrative support.
- The opportunity to work with established private clients and develop meaningful long-term relationships.
- Access to support across the client journey, allowing you to focus on advice and client relationships.
- Ongoing professional development and the opportunity to build your career within the business.
- A role combining technical financial planning, relationship management and business development.
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