At a Glance
- Tasks: Manage existing client relationships and provide expert financial planning.
- Company: Premier Jobs UK, focusing on client care and organic growth.
- Benefits: Competitive salary, annual bonus, flexible working, and 25 days holiday.
- Other info: Immediate handover of a £40m client portfolio with dedicated back-office support.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and proven advising experience.
The predicted salary is between 44775 - 54725 £ per year.
Take over an established client bank in this Financial Advisor role, available in Burnley. 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.
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. 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.
- Conduct regular annual reviews focusing on drawdown strategies and inheritance tax planning
- Oversee circa £40m in funds under management with full back-office support
- Generate new business through organic growth
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
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.
Additional Information:
- 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
Your application comes directly to Premier Jobs UK. Apply today to explore this Financial Advisor role in Lancashire. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract.
Financial Adviser - Investments in Manchester 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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser - Investments in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premier Jobs UK Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser - Investments in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premier Jobs UK Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premier Jobs UK Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premier Jobs UK Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premier Jobs UK Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premier Jobs UK Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
