Financial Planner

**Job Title: Financial Planner** **Location**: Manchester My clientis 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 commitment to personalized service, they provide comprehensive financial planning and investment management...

Our client, a Manchester based firm of financial planners who as a result of continued business growth are looking to add to their financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners who will offer totally independent & professional advice to HNW/ UHNW clientele. Role overview: - Deliver high quality,...

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...

**Job Type**: Perm Town/City: Manchester County: Lancashire Salary/Rate: To £55,000 + bonus + benefits Sector: Financial Services Discipline: Financial Planner Job ref: 540780 **Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined.** And it's very common amongst planners towards the start of their career....

**Senior Financial Planner** We are looking for an experienced Financial Planner to join our growing Wealth Management team, based in Central Manchester. A fantastic opportunity to join a dynamic team, in an exciting growth period for the business. Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes...

Job OverviewWe are seeking a highly skilled Financial Writer and Planners Specialist to join our team at NJR Recruitment.This role will be based in Manchester City Centre and will involve creating detailed financial reports for our clients.About the RoleThe successful candidate will have excellent writing and analytical skills, as well as experience of...

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. **The Role**: - To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help...

Join Our TeamWe are excited to announce a new opening for a Paraplanning Expert at Fairview Financial Management Ltd. This is a fantastic opportunity for a motivated and ambitious individual to take on a challenging and rewarding role within our company. As a key member of our team, you will play a vital role in delivering high-quality financial plans and...

About the RoleWe are seeking a highly skilled Senior Financial Planner Assistant to join our team at NJR Recruitment. This is an exciting opportunity for a motivated and organized individual to work with a well-established boutique firm of Chartered Financial Planners based in Manchester City Centre.Salary and BenefitsThe successful candidate can expect a...

**Financial Planner** Are you currently working as a Qualified Paraplanner and wanting to move into providing advice, or are you a newly qualified advisor looking to prove yourself? If so, we are interested in meeting talented individuals to join our growing Wealth Management team, based in Central Manchester. You should be qualified to level 4 CII (or...

Job OverviewWe are seeking a talented Strategic Financial Planner to join our team at Arrow Global Group. As a key member of our finance department, you will play a critical role in supporting the group-wide planning and reporting processes.

HCRG Care Group is seeking a highly skilled Strategic Financial Planner and Manager to join our dynamic finance team. This key role will be instrumental in shaping our financial strategy and driving growth.Key Responsibilities:To own and coordinate the budget and forecast processes, providing clear timelines, templates, and guidance to the Commercial Finance...

Role OverviewAs a Financial Planner at AFH Wealth Management, you will be responsible for understanding your clients' current and future financial goals and formulating easy-to-understand financial strategies to guide them towards financial independence.This role offers home-based/remote working with access to office locations if preferred.Key...

Our client, a leading financial services firm in Manchester, is seeking an experienced Financial Planner to join their team. The ideal candidate will have a proven track record of building and maintaining strong relationships with clients, providing tailored financial solutions to meet their needs, and delivering exceptional service to drive business...

**Planner/Senior Planner - Manchester - Hybrid Working - Up to £42k & Great Benefits** My client is seeking a Senior Planner where you will be supporting the delivery of client projects in a commercial environment. They are an environmental consultancy giving planning advice to private and public sector clients. **The Role** - Support with the on-going...

We are seeking an experienced Training and Competence Manager to join our team at Clayton Davies, a highly successful and growing wealth management firm.About the Role:The Training and Competence Manager will play a key role in developing Trainee Financial Planners to reach competent adviser status (CAS), competency assessment of Financial Planners that join...

**Planner**: - Location: Manchester, GB, M31 4BH- Division: VIP & Nuclear- Job Type: - Requisition Number: 52867- Department: Electricity Transmission - Non-Operations- Job Function: Capital Project Delivery**About the role**: **The plan to power our nation sustainably**. We at National Grid are responsible for delivering energy to millions of homes and...

Main ResponsibilitiesThe successful candidate will be responsible for providing comprehensive support to financial planners in completing tasks related to the preparation and administration of recommendations.Key tasks will include liaising with advisors, ensuring timely updates and reports are issued to clients, reviewing client portfolios, and preparing...

Role: Planner/Senior Planner Location: Manchester Salary: £65,000/£75,000 + Package The planner has overall responsibility and accountability to ensure construction projects are planned and monitored to the best standard in accordance with timescales and strategy underpinned by the project requirements. To support the Senior / Project Managers...

**About the role**: **The plan to power our nation sustainably**. We at National Grid are responsible for delivering energy to millions of homes and businesses in the UK. Every time you plug in your phone or flick a light switch, we’ve played a part.- We’re shaping a low carbon futureand your legacy starts here.- We are looking for an experienced Planner...