Client Services Financial Advisor – Retirement & Cashflow

Premier Jobs UK; Manchester; On-site; GBP 30,000 - 50,000; Full time

Job summary

A financial services recruitment agency is seeking Financial Advisors in Manchester. In this role, you will service lower tier clients, focusing on client retention and identifying new business opportunities. Ideal for advisors with 2-3 years of experience who prioritize client service. The role entails providing support with retirement and cashflow planning, ideal for those looking to grow their careers in a supportive environment. Starting date is ideally in April 2026.

Qualifications

• 2/3 years of experience as a Financial Advisor preferred.
• Motivated by providing excellent client service.
• Ability to identify new business opportunities.

Responsibilities

• Servicing lower tier clients ensuring high client satisfaction.
• Maximising client retention and identifying business opportunities.
• Supporting clients in drawdown modelling and cashflow planning.

Skills

Client service

Retirement planning

Cashflow modelling

Business development

Job description

A financial services recruitment agency is seeking Financial Advisors in Manchester. In this role, you will service lower tier clients, focusing on client retention and identifying new business opportunities. Ideal for advisors with 2-3 years of experience who prioritize client service. The role entails providing support with retirement and cashflow planning, ideal for those looking to grow their careers in a supportive environment. Starting date is ideally in April 2026.