Financial Advisor

This employed Financial Advisor job in South Manchester is available
with existing clients provided.

Our client is looking for a Financial Advisor to focus on
servicing their clients with up to £200,000 of investable assets. The business
has existing clients within this category ready to assign to you, plus they are
active in undertaking further acquisitions. The team put a high importance on
retaining clients as well as growing through 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.

It is important you provide excellent service to clients on
their investments, tax planning, savings and protection needs and meet the
agreed service levels, including the annual client reviews. Individuals with
experience / exposure to cashflow modelling and/or servicing acquired clients
would be advantageous, but not essential.

You will benefit from paraplanning and administration
support to deliver timely reports with quality service.

Financial Advisor Requirements

• You
  must hold full Level 4 Diploma in Financial Advice (or equivalent)
• You should
  have experience of providing advice through face-to-face and online
  methods
• Ideally,
  you should have 2+ years experience as a Financial Advisor
• You should
  be able to clearly articulate how you would focus on retaining clients
  whilst also actively looking to grow the client bank

The Company 

This highly rated Financial Planning firm is looking to
continue growing and expanding their business. They have established an
effective team of Financial Advisors that are well supported by Paraplanners
and Administrators, with everyone working collectively together.

Financial Advisor Benefits

• Salary
  of up to £50,000 plus bonuses on all new business written and opportunity
  to increase your salary
• Total
  on target realistic earnings of £70,000
• Bonuses
  paid monthly
• Opportunity
  to be part of a high performing, growth orientated team
• Hybrid working with at least 3 days in their South
  Manchester office per week, with scope to reduce this over the long term once
  trained, if desired

Locations

South Manchester

Call
us now on 0208 0044 154 or click Apply

Liability
and Disclaimer

Whilst
Premier Jobs UK uses all reasonable efforts to ensure the information contained
in our adverts including any salary, benefits or on target earnings are
accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may
arise out of any person relying on or using any information.