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For Companies At a Glance
- Tasks: Support clients nearing retirement with tailored financial advice and service.
- Company: Established financial firm with a focus on client care and growth.
- Benefits: Competitive salary, bonuses, generous holiday, and flexible working options.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Advice and ideally 2+ years of experience.
- Other info: Pathway to work with high-value clients and excellent career progression.
The predicted salary is between 55000 - 77000 £ per year.
Our client is seeking employed Financial Advisors in Manchester or Chorley 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 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 clients 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 face to face.
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
- Ideally, you will have experience maintaining client retention and awareness of 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 £55,000 plus quarterly bonuses
- Plus ability to increase your salary through the recurring income you look after
- 25 days holiday plus bank holidays and a workplace pension
- Mileage paid at 45p per mile
- Mixture of office, home working and meeting clients face to face
Locations
- Manchester
- Chorley
Financial Advisor in Chorley employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Chorley
✨Tip Number 1
Network like a pro! Get out there and connect with other Financial Advisors and industry professionals. Attend local events in Manchester or Chorley, and don’t be shy about introducing yourself. You never know who might have a lead on your next big opportunity!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in cashflow modelling and client retention. Use social media platforms to share insights and tips related to financial advising. This will help you stand out and attract potential clients or employers.
✨Tip Number 3
Don’t just apply, engage! When you find a role that excites you, reach out directly to the hiring manager or recruiter. A quick message expressing your enthusiasm can make a huge difference and show that you’re genuinely interested in the position.
✨Tip Number 4
Utilise our website for job applications! We’ve got a range of opportunities tailored for Financial Advisors like you. Applying through our platform not only streamlines the process but also gives you access to exclusive roles that might not be advertised elsewhere.
We think you need these skills to ace Financial Advisor in Chorley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your Level 4 Diploma in Financial Advice and any relevant experience you have, especially in client retention and cashflow modelling.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about providing great service to clients and how your background aligns with the firm's values. Don’t forget to mention your interest in working with lower tier clients and spotting new business opportunities.
Showcase Your Client Service Skills: In both your CV and cover letter, emphasise your commitment to client service. Share examples of how you've successfully maintained client relationships or improved service levels in your previous roles. This will show us that you’re the right fit for our supportive environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Client Base
Familiarise yourself with the typical clients you'll be servicing, especially those nearing retirement. Understand their needs around drawdown modelling and cashflow planning, as this will show your potential employer that you can hit the ground running.
✨Showcase Your Experience
Be ready to discuss your previous experience in maintaining client retention and spotting new business opportunities. Prepare specific examples of how you've successfully managed client relationships or increased service levels in your past roles.
✨Demonstrate Your Commitment to Service
This role is all about providing great service rather than just focusing on portfolio size. Share your philosophy on client care and how you plan to ensure clients feel valued and supported throughout their financial journey.
✨Prepare Questions for Them
Have a few thoughtful questions ready to ask during the interview. This could be about their approach to client management or how they support Financial Advisors in their career progression. It shows you're genuinely interested in the role and the company.
