Financial Advisor

4 weeks ago


Stockport, United Kingdom Premier Jobs UK Limited Full time

In this employed Financial Advisor job in South Manchester / Cheshire, you will be provided with a quality client bank for you to takeover servicing.

Upon joining, the client bank you will be provided will typically have around at least £30m FuM. However, due to the company undertaking further acquisitions in the near future, they will be looking to increase this to £50m / £60m FuM.

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

A mixture of office, home working and out meeting clients f2f

**Financial Advisor Requirements**
- You must be a current Financial Advisor
- You must be Level 4 DipFA or DipPFS qualified, individuals with advanced qualifications towards Chartered would be beneficial, but not essential
- Ideally you will have experience inmaintaining excellent client retention
- Ideally, you will have experience with providing cashflow modelling

**The Company**

The firm was established in 2002 and has grown organically and through acquisitions. Whilst the bulk of their assets under management are on open architecture the firm established discretionary fund management in 2019. With two highly credible fund managersmanaging a range of model portfolios, each to a different level of investment risk which are low cost, efficient and actively managed, they aim to achieve the best risk-managed returns through their strategic and tactical asset allocation decisions and fundselection. Additionally, the firm will be offering bespoke DFM to high-net-worth clients.

**Financial Advisor Benefits**
- Salary of £60,000 rising to £80,000, depending on level of business being serviced
- Plus bonus structure
- 25 days holiday plus bank holidays and a workplace pension
- Mileage paid at 45p per mile

**Locations**

South Manchester / Cheshire
- Liability and Disclaimer_
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._



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