Financial Advisor
3 weeks ago
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 I...
-
Financial Advisor
6 days ago
Manchester, United Kingdom Quilter Financial Planning Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...
-
Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Financial Advisor
3 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeJob Description** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in...
-
Financial Advisor
4 days ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Financial Advisor
6 hours ago
Manchester, United Kingdom Quilter Financial Planning Full timeOverviewLooking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.Applicants must hold Level 4 Diploma in UK Financial Advice. If you are an experienced Financial Advisor seeking an employed role, this could be the opportunity for you.This is a fantastic opportunity that will suit any experienced Financial...
-
Financial Advisor
2 weeks ago
Manchester, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's Place Gain qualifications, advisory experience and confidence in a structured, supportive environment. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
-
Financial Advisor
5 days ago
Manchester, New Hampshire, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's PlaceGain qualifications, advisory experience and confidence in a structured, supportive environment.Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
-
Financial Advisor
2 weeks ago
Manchester Area, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's Place Gain qualifications, advisory experience and confidence in a structured, supportive environment. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
-
Financial Advisor
2 weeks ago
Manchester, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's PlaceGain qualifications, advisory experience and confidence in a structured, supportive environment.Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
-
Financial Advisor
7 days ago
Manchester, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's PlaceGain qualifications, advisory experience and confidence in a structured, supportive environment.Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
