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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 inmaintaining 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
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