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Financial Advisor

CV-Library

Posted on Sep 7, 2021 by CV-Library

Greater Manchester, United Kingdom
Accountancy
Immediate Start
£70k - £70k Annual
Full-Time

This employed Financial Advisor job in Manchester provides you with a quality client bank for you to takeover servicing

The current Financial Advisor is looking to retire, therefore wants to undertake a handover period with you to ensure clients have continuity of service. It is a quality client bank with elements of untapped potential for you to utilise

Offering 3 service levels which is entirely personalised to each client with remote, 1 F2F or 2 F2F reviews per annum where they add significant value for anyone

You will be joining a team of 5 Financial Advisors plus support team

A mixture of office and home working.

Financial Advisor Requirements

* You must be a current Financial Advisor

* You must be Level 4 DipFA or DipPFS qualified

* Ideally, you should be working towards Chartered or having intentions of doing so

* You must be experienced in client retention with cashflow modelling

* You must have a stable career with at least a 4 or 5 year tenure in a similar role

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

Locations

Manchester

Call us now on (phone number removed) or click Apply

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Reference: 214597287

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