Current jobs related to Financial Planner - Northwich - Oakmere Wealth Management
-
Administrator
4 months ago
Northwich, United Kingdom Burfield Financial Planning Full timeAs an established independent financial advisory firm with a national presence, we are currently recruiting for an Administrator to provide high quality administrative support to our Financial Planners & Directors. Whilst focusing on retirement, we also provide a full range of financial solutions to both individuals and businesses alike. This role will be...
-
Client Support Administrator
3 months ago
Northwich, United Kingdom NJR Recruitment Full timeADMINISTRATOR - Financial Planning Practice LOCATION : Northwich SALARY: 23,000 - 28,000 Our Client, a well-established Wealth Management Practice with a credible name in the market now have an excellent opportunity for an Administrator to join their team. This is an exciting opportunity for a motivated individual to join a thriving and successful...
-
Administrator
4 months ago
Northwich, United Kingdom NJR Recruitment Full timeADMINISTRATOR - Financial Planning Practice LOCATION : Northwich SALARY: 23,000 - 28,000 Our Client, a well-established Wealth Management Practice with a credible name in the market now have an excellent opportunity for an Administrator to join their team. This is an exciting opportunity for a motivated individual to join a thriving and successful...
-
Academic Engagement Specialist
2 weeks ago
Northwich, Cheshire, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is partnering with a leading Accountancy firm to recruit a Client Manager for their Accounts department. Their clients range from various industries, including agriculture, manufacturing, and consultancy. As part of a larger network, this Practice maintains a family feel while upholding a corporate identity.Preparation and...
-
Academic Engagement Specialist
2 weeks ago
Northwich, Cheshire, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is partnering with a leading Accountancy firm to recruit a Client Manager for their Accounts department. Their clients range from various industries, including agriculture, manufacturing, and consultancy. As part of a larger network, this Practice maintains a family feel while upholding a corporate identity.Preparation and...
Financial Planner
4 months ago
Life-Changing Financial Planner
Located in Northwich, CW8, Oakmere Wealth Management is an esteemed, multi-award-winning company who are looking for exceptional individuals to join our financial adviser team.
Location: Northwich, CW8
About us: At Oakmere Wealth Management, we're not just about financial transactions; we're about transforming lives through lasting relationships. Grounded in our core values of commitment, collaboration, trust, and aspiration, we're dedicated to empowering individuals to live their best lives, not just today, but for a lifetime.
Key Responsibilities:
- Lasting Bonds: Cultivate genuine, long-term relationships with clients, grounded in trust and understanding. We're committed to journeying alongside our clients through every stage of life, adapting our support to meet their evolving needs and aspirations.
- Transformation: Provide expert financial guidance with empathy and insight, addressing not just immediate concerns, but also long-term goals and dreams. From retirement planning to investment strategies, tax optimisation, risk management, and specialised financial planning, we're here to help our clients navigate life's financial complexities with confidence.
- Futures: Offer comprehensive support and ongoing advice, ensuring our clients feel empowered to make informed decisions that shape their financial future. Whether it's planning for retirement, protecting assets, or achieving milestones, we're dedicated to helping our clients achieve their dreams and aspirations, one step at a time.
You Will Be:
- Preferably completed or thinking to start the Level 4 Diploma in Regulated Financial Planning.
- Proactive, energetic, and customer-centric approach with a strong focus on building long-term relationships.
- Capability to engage successfully with new leads and clients in person and over the phone.
- Ability to work efficiently towards targets and adhere to best practices within a collaborative team environment.
- Strong communication, interpersonal, and problem-solving skills.
What We Offer:
- Access to our award-winning Financial Adviser Academy. The Academy has helped over 1,300 individuals complete the Level 4 Diploma and Competent Advice Status since 2012.
