Financial Advisor

Premier Jobs UK Limited; Banks; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking employed Financial Advisors in the UK to take over an existing client bank from a retiring Adviser. This role focuses on providing exceptional service to lower tier clients, primarily those nearing retirement. Ideal candidates should be ready to start in April 2026. Position requires maintaining high service standards aligned with existing agreements to ensure a seamless transition and continued client satisfaction.

Responsibilities

• Focus on servicing lower tier clients.
• Ensure great client service in line with service agreements.

Job description

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

Ensure all your application information is up to date and in order before applying for this opportunity.

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

Their typical client is nearing or at retirement and ben...