Financial Advisor

Premier Jobs UK Limited; Manchester; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading recruitment firm is seeking a Financial Advisor in Manchester to manage a quality client bank. Candidates should have a Level 4 Diploma in Financial Advice and ideally 2+ years of experience. The role offers a mix of office and home working, focusing on client retention and service excellence. This position is ideal for motivated advisors keen on career growth.

Qualifications

• Must hold full Level 4 Diploma in Financial Advice (or equivalent).
• Ideally, have 2+ years’ experience as a Financial Adviser.

Responsibilities

• Maximise client retention and spot new business opportunities.
• Provide excellent service in line with ongoing service agreements.
• Build a pathway to higher value clients.

Skills

Client retention strategies

Client servicing

Cashflow planning

Education

Level 4 Diploma in Financial Advice

Job description

Our client is seeking an employed Financial Advisor job in Manchester 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, our client will provide a pathway to move into the higher value clients.

A mixture of office, home working and out meeting clients f2f

Financial Advisor Requirements

• You must hold full Level 4 Diploma in Financial Advice (or equivalent)
• Ideally, you should have 2+ years’ experience as a Financial Adviser

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