Financial Advisor
4 days ago
This employed Financial Advisor job in South Manchester is available with existing clients provided. Our client is looking for a Financial Advisor to focus on servicing their clients with up to £200,000 of investable assets. The business has existing clients within this category ready to assign to you, plus they are active in undertaking further acquisitions. The team put a high importance on retaining clients as well as growing through referrals. This role is well suited to a Financial Advisor within the first 2 / 3 years 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. It is important you provide excellent service to clients on their investments, tax planning, savings and protection needs and meet the agreed service levels, including the annual client reviews. Individuals with experience / exposure to cashflow modelling and/or servicing acquired clients would be advantageous, but not essential. You will benefit from paraplanning and administration support to deliver timely reports with quality service. Financial Advisor Requirements You must hold full Level 4 Diploma in Financial Advice (or equivalent) You should have experience of providing a...
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Financial Advisor
2 days ago
Manchester, United Kingdom Quilter Financial Planning Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeJob Description** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's Place Gain qualifications, advisory experience and confidence in a structured, supportive environment. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
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Financial Advisor
7 hours ago
Manchester, New Hampshire, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's PlaceGain qualifications, advisory experience and confidence in a structured, supportive environment.Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
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Financial Advisor
2 weeks ago
Manchester Area, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's Place Gain qualifications, advisory experience and confidence in a structured, supportive environment. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
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Financial Advisor
2 days ago
Manchester, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's PlaceGain qualifications, advisory experience and confidence in a structured, supportive environment.Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom St. James's Place Financial Adviser Academy Full timeBecome a Financial Adviser with St. James's PlaceGain qualifications, advisory experience and confidence in a structured, supportive environment.Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal...
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Financial Advisor
1 week ago
Manchester, United Kingdom Premier Jobs UK Limited Full timeThis home based employed Financial Advisor job provides you with existing clients to service and opportunity to grow the portfolio You will be provided with an existing portfolio of clients, from previous and recent successful acquisitions. The business has two teams of Financial Advisors, with a team responsible for servicing their mass affluent and high...
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Financial Advisor
4 days ago
Manchester, United Kingdom Premier Jobs UK Full timeThis employed Financial Advisor job in South Manchester is available with existing clients provided.Our client is looking for a Financial Advisor to focus on servicing their clients with up to £200,000 of investable assets. The business has existing clients within this category ready to assign to you, plus they are active in undertaking further...
