Financial Advisor

Take over an established client bank in this Financial Advisor role, available in both Chorley and Burnley, Lancashire. You will receive a basic salary of around £75,000 plus bonus. You will manage existing private client relationships, backed by dedicated back-office support. Where you fit in These Financial Advisor positions are available with existing client banks ready for reallocation, each consisting of around 120 households, equating to circa £40m FuM each. In either location, your primary purpose is delivering trusted relationship management and excellent financial planning to clients, focusing largely on retirement drawdown and inheritance tax planning without aggressive sales targets or validation pressures. Supported by a full operational team, you will ensure client continuity and cultivate sensible organic growth. Your day to day • Manage and service an assigned portfolio of approximately 120 client households • Conduct regular annual reviews focusing on drawdown strategies and inheritance tax planning • Oversee circa £40m in funds under management with full back-office support • Deliver straightforward, high-rapport advice without heavy technical or complex structuring demands • Generate new business through organic growth Financial Advisor Requirements • Level 4 Diploma in Financial Planning or equivalent • Proven background as an advising Financial Advisor managing...