Financial Advisor

www.topfinancialjobs.co.uk - Jobboard; Manchester; On-site; GBP 70,000; Full time

Job summary

A leading financial services firm in Manchester seeks a Financial Advisor to manage a quality client bank. The role focuses on client retention, cashflow planning, and portfolio reviews, offering a competitive salary of circa £70,000 plus benefits. Ideal candidates will hold Level 4 DipFA or DipPFS qualifications and have a proven track record in client management.

Benefits

25 days holiday plus bank holidays

Workplace pension

Mileage paid at 45p per mile

Qualifications

• Current Financial Advisor.
• Experience in maintaining excellent client retention preferred.
• Experience with providing cashflow modelling desirable.

Responsibilities

• Maximize client retention and spot new business opportunities.
• Provide support with drawdown modelling and holistic portfolio reviews.
• Conduct a mix of office work, home working, and face-to-face client meetings.

Skills

Client retention

Cashflow modelling

Education

Level 4 DipFA or DipPFS

Job description

In this employed Financial Advisor role in the Manchester area, you will be provided with a quality client bank to take over servicing.

Their typical clients are nearing or at retirement and benefit from support with drawdown modelling, cashflow planning, and holistic portfolio reviews. Clients are usually business owners or senior executives.

Your focus should be on maximizing client retention, spotting new business opportunities through new investments, increasing service levels, and obtaining referrals.

The role involves a mix of office work, home working, and face-to-face client meetings.

Financial Advisor Requirements

• You must be a current Financial Advisor.
• You must be Level 4 DipFA or DipPFS qualified; advanced qualifications towards Chartered status are beneficial but not essential.
• Experience in maintaining excellent client retention is preferred.
• Experience with providing cashflow modelling is desirable.

The Company

The firm was established in 2002 and has grown both organically and through acquisitions. While most assets under management are on open architecture, they established discretionary fund management in 2019. They work with two highly credible fund managers managing a range of model portfolios at different risk levels, aiming for risk-managed returns through strategic and tactical asset allocation and fund selection. They also offer bespoke DFM services to high-net-worth clients.

Financial Advisor Benefits

• Salary circa £70,000
• Bonus structure
• 25 days holiday plus bank holidays and a workplace pension
• Mileage paid at 45p per mile

Locations

Manchester area

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