Financial Advisor - Hybrid, Growth Path, Bonuses

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

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.