Private Client Advisor – Manchester

Location: Manchester
Contract Type: Full-Time, Permanent
Salary: £32,000 – £38,000 + Commission + Benefits

Job Overview

As a Private Client Advisor in Manchester, you’ll work with individuals and families to provide tailored financial planning solutions. This includes investment advice, retirement planning, tax efficiency strategies, and estate planning. You’ll build long-term relationships with clients, supporting their wealth preservation and growth.

What We Offer

• Competitive Salary: £32,000 – £38,000 plus performance-related commission.
• Professional Qualification Sponsorship: CISI or DipFA study support with paid exam leave.
• Mentorship: Guidance from senior private bankers and advisors.
• Flexible Benefits: Pension scheme, private health cover, retail discounts, and wellbeing support.
• Work-Life Balance: Manchester’s lower cost of living compared to London, with opportunities for quick career advancement in a regional hub.
• Career Progression: Pathway into Senior Advisor and Wealth Manager roles.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or Law.
• Knowledge of pensions, investment products, and tax-efficient strategies.
• Excellent relationship-building and interpersonal skills.
• Strong numeracy and problem-solving abilities.
• Desire to work towards Level 4 CISI Diploma or Chartered Financial Planner status.