This employed Financial Advisor job in South Manchester is available with existing clients provided.
Our client is looking for a Financial Advisor to focus on servicing their clients with up to £200,000 of investable assets. The business has existing clients within this category ready to assign to you, plus they are active in undertaking further acquisitions. The team put a high importance on retaining clients as well as growing through 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.
It is important you provide excellent service to clients on their investments, tax planning, savings and protection needs and meet the agreed service levels, including the annual client reviews. Individuals with experience / exposure to cashflow modelling and/or servicing acquired ...