Take over an established client bank in this Financial Advisor role, available in both Chorley and Burnley, Lancashire.
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
You will receive a basic salary of around £75,000 plus bonus.
You will manage existing private client relationships, backed by dedicated back-office support.
Where you fit in These Financial Advisor positions are available with existing client banks ready for reallocation, each consisting of around 120 households, equating to circa £40m FuM each.
In either location, your primary purpose is delivering trusted relationship management and excellent financial planning to clients, focusing largely on retirement drawdown and inheritance tax planning without aggressive sales targets or validation pressures.
Supported by a full operational team, you will ensure client continuity and cultivate sensible organic growth.
Your day to day
- 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 Financial Advisor
Requirements
- Level 4 Diploma in Financial Planning or equivalent
- Proven background as an advising Financial Advisor managing private clients
- Outstanding personal rapport-building and long-term client retention skills
- Experience advising on retirement income, drawdown management, and inheritance tax
- Track record of steady organic business development and client servicing Behind the role You will join a well-resourced wealth management firm with an established regional footprint.
The culture focuses entirely on client care and organic growth rather than aggressive sales targets, providing a dedicated back-office team so advisers can concentrate fully on client relationships.
What you get in return
- Base salary around £75,000 with salary growth typically linked directly to book expansion
- Annual bonus of roughly £10,000
- Permanent, full-time contract
- Flexible working arrangement combining office base, working from home, and client visits
- Immediate handover of a £40m client portfolio across 120 households
- 25 days holiday plus bank holidays
- Workplace pension scheme
- Fully staffed administration and back-office support team What happens next Your application comes directly to Premier Jobs UK.
Our team reviews every application and replies to every candidate, whether or not you are taken forward.
Where your experience fits, we will arrange a call to discuss your goals and answer any questions.
We will never send your details to our client without your agreement.
Apply today to explore this Financial Advisor role in Lancashire.
Liability and disclaimer: Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy.
Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. xrnqpay
We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Financial Advisor in Keighley employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
