Financial Advisor

Position: Financial Advisor (Permanent)
Our client is seeking an employed Financial Advisor job in 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 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 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 firstyears 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 f2f

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 in 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 f2f

Locations

Chorley

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