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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

Call us now on (phone number removed) or click Apply

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