Current jobs related to Trainee independent financial adviser - Stockport Greater Manchester - EXCHANGE STREET FINANCIAL SERVICES LIMITED

  • Trainee Financial Adviser

    5 months ago

    Manchester, United Kingdom Recruit UK Full time

    **Job Title**:Trainee Financial Adviser **Industry**:Financial Services **Location**:Manchester **Salary**:£40,000 **Job ref**:8908 **Job Description: Trainee Financial Adviser** Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Manchester to join a well established Independent Financial Advice firm. They deal with...

  • Trainee Financial Adviser

    5 months ago

    Manchester, United Kingdom Old Royle Wealth Management Ltd Full time

    **Overview**: We are seeking a dedicated and knowledgeable individual to join our Independent, boutique Wealth Management firm due to substantial growth over recent years. As a financial Adviser, you will be responsible for providing financial planning, guidance and advice to clients, helping them achieve their financial goals. You will be required to be...

  • Independent Financial Adviser

    2 weeks ago

    Manchester, United Kingdom CV-Library Full time

    Independent Financial Adviser - Greater Manchester At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...

  • Financial Adviser/Trainee Financial Adviser

    2 weeks ago

    Manchester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a Trainee Financial Adviser to join their team in Manchester. The successful candidate will be responsible for advising clients on their financial circumstances and objectives. Key responsibilities include prospecting and contacting potential clients, ensuring sufficient client information is obtained before...

  • Financial Adviser/Trainee Financial Adviser

    2 weeks ago

    Manchester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a Trainee Financial Adviser to join their team in Manchester. The successful candidate will be responsible for advising clients as appropriate to their circumstances and objectives.Key responsibilities include:Prospecting and contacting potential clients in accordance with the firm's business planMaintaining...

  • Independent Financial Adviser

    5 months ago

    Manchester, United Kingdom The Oakfield Group Full time

    **Job Title: Independent Financial Adviser** **Location**: Manchester Salary up to £80K. OTE £100K+ Clients to inherit and a consistent flow of warm leads My client is a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a...

  • Trainee Mortgage Adviser

    6 months ago

    Stockport, United Kingdom Edward Mellor Limited Full time

    Training, development and real career prospects, at Edward Mellor we believe these are key to achieving high standards of services both to our customers and to our business. We provide a range of training to all areas of our organisation including our Trainee Mortgage Adviser scheme. The Training Programme for Mortgage Advisers will provide you with an...

  • Financial Adviser

    3 weeks ago

    Manchester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Financial Adviser - ManchesterWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser in Manchester. As a Trainee Financial Adviser, you will play a key role in advising clients on their financial needs and objectives.Key Responsibilities:Prospect and contact potential clients in accordance with our...

  • Financial Adviser

    3 weeks ago

    Manchester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Financial Adviser - ManchesterWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser in Manchester. As a Trainee Financial Adviser, you will play a key role in advising clients on their financial needs and objectives.Key Responsibilities:Prospect and contact potential clients in accordance with our...

  • Financial Adviser

    1 month ago

    Manchester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Financial Adviser - ManchesterWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser in Manchester. As a Trainee Financial Adviser, you will play a key role in advising clients on their financial needs and objectives.Key Responsibilities:Prospect and contact potential clients in accordance with our...

  • Graduate Trainee Mortgage Adviser

    6 months ago

    Stockport, United Kingdom Edward Mellor Limited Full time

    Training, development and real career prospects, at Edward Mellor we believe these are key to achieving high standards of services both to our customers and to our business. We provide a range of training to all areas of our organisation including our Graduate Trainee Mortgage Adviser scheme. The Graduate Programme for Mortgage Advisers will provide you...

  • Financial Planning Trainee

    2 weeks ago

    Stockport, Stockport, United Kingdom NJR Recruitment Full time

    Financial Planning Trainee OpportunityAbout NJR RecruitmentWe are proud to be working in partnership with a well-established boutique firm of Independent Financial Advisers. This is an exciting opportunity for a high-calibre individual looking to progress to an advisory role.The successful candidate will be taken through a structured training programme to...

  • Careers Adviser/trainee Careers Adviser

    5 months ago

    Manchester, United Kingdom Career Connect Full time

    Are you looking for a rewarding role, with a charity that puts the community and their people first? This could be the job for you **We are currently recruiting for Career Advisers & Trainee Careers Adviser to join our expanding and highly successful Education and Business Team** **Areas: Greater Manchester,** **Careers Advisers at Career Connect are paid...

  • Independent Living Adviser

    5 months ago

    Greater Manchester, United Kingdom Eden Brown Full time

    Eden Brown are seeking a highly efficient Independent Living Adviser on a 6 month contract The role as Sheltered Scheme Manager will involve providing support across multiple schemes including Ardwick, Moss Side and Gorton and possibly other Manchester based schemes Across the schemes this will also involve: - Being responsible for the day to day running...

  • Financial Adviser Support

    4 months ago

    Stockport, United Kingdom NJR Recruitment Full time

    **Client Support Administrator - IFA Firm** **Up to 28,000** **Stockport** Our Client has one of the largest and most respected teams of independent financial advisers in the North West and Nationwide. With a large office based on the outskirts of Manchester, our Client today has a team of over fifty wealth specialists, including twenty highly qualified...

  • Trainee Money Adviser

    4 months ago

    Manchester, United Kingdom Citizens Advice Manchester Full time

    Do you enjoy helping people? Are you a compassionate and people focused person? Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward? Citizens Advice Manchester is a charity which provides free, independent, confidential and impartial advice. We have exciting opportunities for you to join our...

  • Trainee Careers Adviser

    2 months ago

    Manchester, United Kingdom Career Connect Full time

    Job Description Ever thought of joining us at Career Connect? We are looking to recruit a Trainee Careers Adviser to join our friendly community team in Manchester.  Trainee Careers Advisers are paid on a starting salary of: £26,262 per annum which will increase with successful completion of your 6 month probationary period and again once you...

  • Financial Services Trainee

    3 weeks ago

    Stockport, Stockport, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentWe are proud to be working in partnership with a well-established boutique firm of Independent Financial Advisers based in a lovely location, just outside of Stockport Town Centre. The successful candidate will be taken through a structured training programme to give you the skills and knowledge needed to succeed in this exciting and...

  • Financial Services Trainee

    2 weeks ago

    Stockport, Stockport, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentWe are proud to be working in partnership with a well-established boutique firm of Independent Financial Advisers based in a lovely location, just outside of Stockport Town Centre. The successful candidate will be taken through a structured training programme to give you the skills and knowledge needed to succeed in this exciting and...

  • Financial Analyst Trainee

    2 weeks ago

    Manchester, United Kingdom Agility Resoucing Full time

    At Agility Resourcing, we're looking for a talented Financial Analyst Trainee to join our team. As a Financial Analyst Trainee, you'll play a key role in supporting our financial planning and analysis functions. Your responsibilities will include:Key Responsibilities:Preparing financial statements, business plans, and budgets for management or client...

Trainee independent financial adviser

2 months ago

Stockport Greater Manchester, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time €40,000

It’s an employed trainee financial planner job at a time when that’s sadly quite rare. This firm have crafted a detailed plan of how you’ll start as a paraplanner but be a financial planner in 12-18 months. It’s all laid out in writing so you know exactly what you need to do. The firm itself is a modern financial planning firm that uses evidenced based investing. And as a business with a team ethos that’s reflected in their bonus scheme. There’s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? HERE’S WHAT YOU’LL NEED: You will be a paraplanner with the interest/capability in becoming a financial planner. The focus is on finding someone who loves financial planning and wants Certified/Chartered status - not just say they do. You’ll also need experience in matters such as capital gains tax, investment bond encashments, tapered annual allowance etc. Once you’re a planner you will be very much hybrid but in the learning phase (first 6-12 months in particular) you’ll be around the office most days.——————————————————————---------------------------------------