Financial Advisor

Premier Jobs UK Ltd; Burnley; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid working arrangement

Pension scheme

25 days holiday

Job summary

Premier Jobs UK Ltd in Lancashire seeks a Financial Advisor to take over an established client bank in Chorley or Burnley. Base salary around £75,000 plus £10,000 annual bonus, with back-office support and a focus on retirement drawdown and inheritance tax planning.

You will manage ~120 private client households with ~£40m FuM, delivering trusted financial planning with a flexible hybrid working pattern, combining office, home, and client visits.

Qualifications

• Level 4 Diploma in Financial Planning or equivalent.
• Proven background advising private clients.
• Strong rapport-building and long-term client retention skills.
• Experience advising on retirement income and inheritance tax.
• Track record of organic business development and client servicing.

Responsibilities

• Manage and service an assigned portfolio of approximately 120 client households.
• Conduct regular annual reviews focusing on drawdown strategies and inheritance tax planning.
• Oversee circa £40m in funds under management with full back-office support.
• Deliver straightforward, high-rapport advice without heavy technical or complex structuring demands.
• Generate new business through organic growth.

Skills

Client management

Retirement planning

Inheritance tax planning

Business development

Relationship skills

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

Take over an established client bank in this Financial Advisor role, available in both Chorley and Burnley, Lancashire. You will receive a basic salary of around £75,000 plus bonus. You will manage existing private client relationships, backed by dedicated back-office support.

Where you fit in

These Financial Advisor positions are available with existing client banks ready for reallocation, each consisting of around 120 households, equating to circa £40m FuM each. In either location, your primary purpose is delivering trusted relationship management and excellent financial planning to clients, focusing largely on retirement drawdown and inheritance tax planning without aggressive sales targets or validation pressures. Supported by a full operational team, you will ensure client continuity and cultivate sensible organic growth.

Your day to day

• Manage and service an assigned portfolio of approximately 120 client households
• Conduct regular annual reviews focusing on drawdown strategies and inheritance tax planning
• Oversee circa £40m in funds under management with full back-office support
• Deliver straightforward, high-rapport advice without heavy technical or complex structuring demands
• Generate new business through organic growth

Financial Advisor Requirements

• Level 4 Diploma in Financial Planning or equivalent
• Proven background as an advising Financial Advisor managing private clients
• Outstanding personal rapport-building and long-term client retention skills
• Experience advising on retirement income, drawdown management, and inheritance tax
• Track record of steady organic business development and client servicing

Behind the role

You will join a well-resourced wealth management firm with an established regional footprint. The culture focuses entirely on client care and organic growth rather than aggressive sales targets, providing a dedicated back-office team so advisers can concentrate fully on client relationships.

What you get in return

• Base salary around £75,000 with salary growth typically linked directly to book expansion
• Annual bonus of roughly £10,000
• Permanent, full-time contract
• Flexible working arrangement combining office base, working from home, and client visits
• Immediate handover of a £40m client portfolio across 120 households
• 25 days holiday plus bank holidays
• Workplace pension scheme
• Fully staffed administration and back-office support team

Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.