Hybrid Financial Advisor: Retiree-Client
Job in
Chorley, Lancashire, WV16, England, UK
Listed on 2026-01-27
Listing for:
Sahasraa Solutions
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Services, Regulatory Compliance Specialist
Job Description & How to Apply Below
Overview
A financial advisory firm is seeking Financial Advisors in Chorley or Manchester to manage a quality client bank. Candidates should have a Level 4 Diploma in Financial Advice and ideally 2+ years of experience. The role involves maximizing client retention and identifying new opportunities in a supportive environment.
Responsibilities- Manage a quality client bank to support client retention and growth.
- Identify new opportunities and deliver proactive financial advice in a supportive environment.
- Level 4 Diploma in Financial Advice.
- Ideally 2+ years of relevant experience.
- Competitive salary: £55,000
- Quarterly bonuses
- 25 days holiday
- Flexible working arrangement with mileage compensation
- Focus on client care and professional growth
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