Private Client Advisor - Flexible, Back-Office Support

Premier Jobs UK Ltd; Chorley; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Base salary £75k

Annual bonus £10k

Full-time contract

Flexible working (office/home/client)

£40m client portfolio handover

25 days holiday plus bank holidays

Pension scheme

Back-office support team

Job summary

Premier Jobs UK Ltd in Lancashire seeks an experienced Financial Advisor to take over an established client bank in Chorley and Burnley. Base salary around £75,000 with a £10,000 bonus, plus full back-office support and flexible working combining office, home, and client visits.

You will service about 120 private client households with circa £40m FuM, focusing on retirement drawdown and inheritance tax planning, delivering trusted advice without aggressive sales targets while developing organic

Qualifications

• Experience in delivering professional financial advice to private clients.
• Strong client-facing communication and rapport-building skills.
• Ability to manage and develop a book of clients with minimal supervision.
• Experience advising on retirement drawdown and inheritance tax planning.
• Proven track record of organic business development and client servicing.

Responsibilities

• Manage and service an assigned portfolio of approximately 120 client households.
• Conduct regular annual reviews focusing on drawdown strategies and inheritance tax planning.
• Oversee circa £40m in funds under management with full back-office support.
• Deliver straightforward, high-rapport advice without heavy technical or complex structuring demands.
• Generate new business through organic growth.
• Collaborate with back-office and support teams to ensure seamless client service.

Skills

Relationship management

Financial planning

Client retention

Drawdown planning

Inheritance tax planning

New business development

Education

Level 4 Diploma in Financial Planning

Job description

Premier Jobs UK Ltd in Lancashire seeks an experienced Financial Advisor to take over an established client bank in Chorley and Burnley. Base salary around £75,000 with a £10,000 bonus, plus full back-office support and flexible working combining office, home, and client visits.

You will service about 120 private client households with circa £40m FuM, focusing on retirement drawdown and inheritance tax planning, delivering trusted advice without aggressive sales targets while developing organic