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- Tasks: Help clients with financial planning and manage their investments.
- Company: Join a dynamic, client-focused firm with a strong reputation in financial services.
- Benefits: Enjoy flexible working hours, back office support, and tiered commission splits.
- Why this job: Make a real impact on clients' financial futures while growing your own business.
- Qualifications: Must have Level 4 Diploma in Financial Planning and 3+ years of experience.
- Other info: Ideal for self-motivated individuals looking to expand their client base.
The predicted salary is between 36000 - 60000 £ per year.
In this employed Financial Advisor job in Manchester area, you will be provided with a quality client bank for you to takeover servicing. 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 in maintaining 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 managers managing 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 fund selection. Additionally, the firm will be offering bespoke DFM to high-net-worth clients. Financial Advisor Benefits * Salary of circa £70,000 * Plus bonus structure * 25 days holiday plus bank holidays and a workplace pension * Mileage paid at 45p per mile Locations Manchester area 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 liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals to expand your client base. Attend industry events and join relevant online forums to connect with potential clients who may be looking for financial advice.
✨Tip Number 2
Leverage social media platforms to showcase your expertise in financial planning. Share valuable insights, tips, and success stories to attract clients who are seeking guidance in managing their funds.
✨Tip Number 3
Consider offering free initial consultations to potential clients. This can help you build trust and demonstrate your value, making it more likely that they will choose to work with you for their financial needs.
✨Tip Number 4
Stay flexible with your availability to accommodate clients' schedules. Being willing to meet outside of regular business hours can set you apart from other advisors and show your commitment to client service.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience as a Financial Advisor, particularly your 3+ years in the field. Detail your success in managing funds and onboarding clients, especially those with £5m+ of funds under management.
Showcase Your Qualifications: Clearly state your Level 4 Diploma in Financial Planning or equivalent qualifications. This is crucial for demonstrating that you meet the job requirements.
Demonstrate Flexibility: Since the role requires flexibility to meet client needs outside of usual business hours, mention any previous experiences where you adapted your schedule to accommodate clients.
Express Your Business Development Skills: Discuss your ability to generate self-leads and grow your client base. Provide examples of how you've successfully built relationships and increased funds under management in the past.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Experience
Make sure to highlight your 3+ years of experience as a Financial Advisor. Be prepared to discuss specific cases where you've successfully managed client portfolios and how you’ve grown funds under management.
✨Demonstrate Client Acquisition Skills
Since the role requires bringing in clients with £5m+ of funds, be ready to talk about your strategies for client acquisition. Share examples of how you've generated leads and converted them into long-term clients.
✨Flexibility is Key
The job requires flexibility to meet clients outside of usual business hours. Be prepared to discuss your availability and how you manage your schedule to accommodate client needs.
✨Understand the Support Structure
Familiarize yourself with the back office support available from Paraplanners and Administrators. Discuss how you envision utilizing this support to enhance your service delivery and client satisfaction.
