Financial Advisor

Premier Jobs UK; United Kingdom; Hybrid; GBP 50,000; Full time

Job summary

A financial services firm in South Manchester seeks a Financial Advisor to manage existing clients with investable assets up to £200,000. The ideal candidate will have at least 2 years of experience and a Level 4 Diploma in Financial Advice. This role offers a salary up to £50,000, bonuses, and the opportunity to grow within the company. Hybrid working is available, requiring at least 3 days per week in the office.

Benefits

Bonuses paid monthly

Opportunity for high earnings

Paraplanning and administration support

Qualifications

• Minimum 2 years of experience as a Financial Advisor.
• Ability to articulate strategies for client retention and growth.
• Exposure to cashflow modelling viewed favorably.

Responsibilities

• Provide excellent service to clients on investments and tax planning.
• Conduct annual client reviews as per service levels.
• Assist in managing the client bank effectively.

Skills

Client retention

Client portfolio growth

Face-to-face advising

Online advising

Education

Full Level 4 Diploma in Financial Advice or equivalent

Job description

This employed Financial Advisor job in South Manchester is available with existing clients provided.

Our client is looking for a Financial Advisor to focus on servicing their clients with up to £200,000 of investable assets. The business has existing clients within this category ready to assign to you, plus they are active in undertaking further acquisitions. The team put a high importance on retaining clients as well as growing through 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.

It is important you provide excellent service to clients on their investments, tax planning, savings and protection needs and meet the agreed service levels, including the annual client reviews. Individuals with experience / exposure to cashflow modelling and/or servicing acquired clients would be advantageous, but not essential.

You will benefit from paraplanning and administration support to deliver timely reports with quality service.

Financial Advisor Requirements

• You must hold full Level 4 Diploma in Financial Advice (or equivalent)
• You should have experience of providing advice through face-to-face and online methods
• Ideally, you should have 2+ years experience as a Financial Advisor
• You should be able to clearly articulate how you would focus on retaining clients whilst also actively looking to grow the client bank

The Company

This highly rated Financial Planning firm is looking to continue growing and expanding their business. They have established an effective team of Financial Advisors that are well supported by Paraplanners and Administrators, with everyone working collectively together.

Financial Advisor Benefits

• Salary of up to £50,000 plus bonuses on all new business written and opportunity to increase your salary
• Total on target realistic earnings of £70,000
• Bonuses paid monthly
• Opportunity to be part of a high performing, growth orientated team
• Hybrid working with at least 3 days in their South Manchester office per week, with scope to reduce this over the long term once trained, if desired

Locations

South Manchester