Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients with retirement planning and portfolio reviews.
- Company: Join a reputable firm dedicated to client success in financial services.
- Benefits: Enjoy flexible working hours and a supportive team environment.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: No prior experience needed; just a passion for finance and helping others.
- Other info: Opportunity to work with a quality client bank and develop valuable skills.
The predicted salary is between 43200 - 72000 £ per year.
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…
#J-18808-Ljbffr
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work with clients nearing retirement. Attend local finance seminars or workshops to meet potential colleagues and clients, which can help you understand their needs better.
✨Tip Number 2
Familiarise yourself with the latest trends in retirement planning and cashflow management. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing top-notch service to clients.
✨Tip Number 3
Consider obtaining additional certifications relevant to financial advising, particularly those focused on retirement planning. This can set you apart from other candidates and show that you're serious about your professional development.
✨Tip Number 4
Prepare to discuss real-life scenarios where you've successfully helped clients with financial planning. Sharing specific examples can illustrate your expertise and ability to build trust with clients, which is crucial for a Financial Advisor role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Financial Advisor, especially in relation to retirement planning and cashflow management. This will help you tailor your application to highlight relevant skills.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience you have in financial advising, particularly with clients nearing retirement or in similar roles. Use specific examples to demonstrate your expertise.
Showcase Your Skills: Make sure to mention key skills such as communication, analytical thinking, and client relationship management. These are crucial for a Financial Advisor role and should be evident in your application.
Personalise Your Cover Letter: Address your cover letter to the hiring manager if possible, and explain why you are specifically interested in this position at the company. Mention how your values align with theirs and how you can contribute to their success.
How to prepare for a job interview at Premier Jobs UK Limited
✨Understand the Client Profile
Familiarise yourself with the typical clients you'll be working with, such as business owners and senior executives. Be prepared to discuss how your experience aligns with their needs, especially regarding retirement planning and cashflow management.
✨Showcase Your Financial Knowledge
Demonstrate your expertise in drawdown modelling and portfolio reviews. Prepare examples from your past experiences where you've successfully helped clients navigate these areas, highlighting your analytical skills and attention to detail.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company’s approach to client servicing and support. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
✨Emphasise Relationship Building Skills
As a Financial Advisor, building trust with clients is crucial. Share examples of how you've developed strong relationships in previous roles, focusing on your communication skills and ability to understand client needs.
