Wealth Management Advisor

**Reporting to**: **Debt Management Team Manager** **Background** As a long serving debt solutions provider for over 22 years, the business is in a process of significant change to facilitate exciting growth plans in the Debt Management space. We have a wealth of experience and are looking to add to our already amazing team of dynamic and motivated...

The client   A well-established boutique Wealth Management firm.   The Role   This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a...

The Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high...

The Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...

Job DescriptionThe Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a...

**Job Description and Specification** Job Title: Debt Advisor Department: The Debt Advisor Responsible to: Head of Operations Hours of work: 35 hours per week Main Purpose: To provide whole of market advice to prospective consumers The Debt Advisor is a rapid growing business with a firm foothold in the IVA and Debt Management market. We are looking to...

The Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high...

The Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...

The Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...

Quality Assurance Advisor , T&C , Wealth Management , Financial Planning , Level 4 qualifiedThe clientA well-established boutique Wealth Management firm.The RoleThis is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will...

Quality Assurance Advisor , T&C , Wealth Management , Financial Planning , Level 4 qualified The client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor...

Description : If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can...

James Phillip Financial Recruitment are working with a national Wealth & Asset management company. Internationally backed. Working within the Wealth Planning team providing high level financial planning advice to HNW clients while also supporting the Client Directors with technical support. While heavily pensions dominated this area of the business...

**About us** The Business Debt Advisor is a part of The Debt Advisor Limited, a boutique practice in insolvency and debt solutions. We are professional, supportive, engaging and our goal is to provide bespoke insolvency solutions to individuals and companies facing financial difficulty. **Principal Duties and Responsibilitie**s: - Delivering timely and...

Financial Advisor / Independent Financial Advisor Location: Nationwide Roles Minimum Requirements: Level 4 Diploma in Regulated Financial Planning Salary: OTE £150k-£200k Un-Capped Earnings Potential YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK. A...

* Firm: Big 4 * Workload: External Audit for Wealth & Asset Management clients * Location: Manchester * Salary: £62 -82k Are you an Audit Senior Manager or experienced Audit Manager seeking a role within arguably the fastest growing Wealth & Asset Management team in the Big 4? Are you looking to work with the largest and most prestigious clients...

Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Home-based position with the option...

Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client. While heavily pensions dominated this area of the business continues to evolve and as...

Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client. While heavily pensions dominated this area of the business continues to evolve and as...

**Marketing Assistant** Switch Advisor Ltd is a small, fast-growing company in Manchester. We are looking for a Marketing Assistant to join our team and help us grow. This is a great opportunity to learn about our sales industry. **What You’ll Do**: - Help us create marketing materials for our sales campaigns - Help us manage social media accounts and...