Financial Advisor

Premier Jobs UK Ltd; Chorley; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Base salary £75k

Annual bonus £10k

Full-time contract

Flexible working (office/home/client)

£40m client portfolio handover

25 days holiday plus bank holidays

Pension scheme

Back-office support team

Job summary

Premier Jobs UK Ltd in Lancashire seeks an experienced Financial Advisor to take over an established client bank in Chorley and Burnley. Base salary around £75,000 with a £10,000 bonus, plus full back-office support and flexible working combining office, home, and client visits.

You will service about 120 private client households with circa £40m FuM, focusing on retirement drawdown and inheritance tax planning, delivering trusted advice without aggressive sales targets while developing organic

Qualifications

• Experience in delivering professional financial advice to private clients.
• Strong client-facing communication and rapport-building skills.
• Ability to manage and develop a book of clients with minimal supervision.
• Experience advising on retirement drawdown and inheritance tax planning.
• Proven 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.
• Collaborate with back-office and support teams to ensure seamless client service.

Skills

Relationship management

Financial planning

Client retention

Drawdown planning

Inheritance tax planning

New business development

Education

Level 4 Diploma in Financial Planning

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.