Financial Advisor

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

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

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

Their typical client is nearing or at retirement and benefits from support with drawdown modelling and cashflow planning, as well as holistically reviewing their portfolio. Clients are typically business owners or Senior Executives

Your focus should be on maximising client retention and also looking to spot new business opportunities, through new monies, increasing service level and obtaining 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, o...