Financial Advisor

Our client is seeking an employed Financial Advisor job in
Manchester to take over an existing, quality client bank from a retiring
Adviser, ideally with a start date in April 2026

In this role, you will be focus on servicing their lower
tier clients ensuring they receive great client service in line with their ongoing
service agreements.

Their typical client is nearing or at retirement and
benefits from support with drawdown modelling and cashflow planning, as well as
holistically reviewing their portfolio. Clients are typically business owners
or Senior Executives

Your focus should be on maximising client retention and also
looking to spot new business opportunities, through new monies, increasing
service level and obtaining referrals.

This role is well suited to a Financial Advisor within the
first 2 / 3 years of advising and looking for a supportive firm and/or a well
established Financial Advisor who is motivated by providing great service
rather than the size of a client’s portfolio.

For individuals looking to build their career as a Financial
Advisor, our client will provide a pathway to move into the higher value
clients.

A mixture of office, home working and out meeting clients
f2f

Financial Advisor Requirements

• You
  must hold full Level 4 Diploma in Financial Advice (or equivalent)
• Ideally,
  you should have 2+ years’ experience as a Financial Adviser
• Ideally,
  you will have experience in maintaining client retention and
  awareness of cashflow modelling

The Company

The firm was established in 2002 and has grown organically
and through acquisitions. Whilst the bulk of their assets under management are
on open architecture the firm established discretionary fund management in
2019. With two highly credible fund managers managing a range of model
portfolios, each to a different level of investment risk which are low cost,
efficient and actively managed, they aim to achieve the best risk-managed
returns through their strategic and tactical asset allocation decisions and fund
selection. Additionally, the firm will be offering bespoke DFM to
high-net-worth clients.

Financial Advisor Benefits

• Salary
  of £55,000 plus quarterly bonuses
• Plus
  ability to increase your salary through the recurring income you look
  after
• 25
  days holiday plus bank holidays and a workplace pension
• Mileage
  paid at 45p per mile
• Mixture
  of office, home working and meeting clients f2f

Locations

Manchester

Call us now on 0208 0044 154 or click Apply

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