About

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 2026In this role, you will be 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 ExecutivesYour 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 client’s 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 f2fFinancial Advisor RequirementsYou must hold full Level 4 Diploma in Financial Advice (or equivalent)Ideally, you should have 2+ years’ experience as a Financial AdviserIdeally, you will have experience inmaintaining client retention and awareness of cashflow modellingThe CompanyThe 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, efficie