Wealth Management Administrator

About UsAt AFH Wealth Management, we pride ourselves on being a progressive and client-focused financial planning-led wealth management firm. With a strong commitment to delivering exceptional service and expertise, we have built a reputation as one of the UK's leading independent financial advisory firms.Job RoleWe are seeking an experienced Independent...

**Office Administrator (Wealth Management)** Location: Manchester, Full Time, Permanent **Salary**: Negotiable, Depending on Experience **Company Overview**: Falcon Wealth Management is a dynamic and forward-thinking firm serving high-caliber clients, including hedge funds, stockbrokers, private equity firms, and investment managers. Our client-first...

At Stratton Wealth Management, we are seeking an experienced Senior Paraplanner to join our team in Manchester. As a key member of our paraplanning team, you will be responsible for analyzing client financial positions, assessing suitability, and delivering high-quality advice. Your analytical skills and attention to detail will be essential in providing...

Job SummaryWe are seeking an experienced Senior Paraplanner to join our team at Stratton Wealth Management. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for delivering high-quality advice to high-net-worth clients.The successful candidate will be responsible for analyzing client financial positions,...

**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 Overview: Stratton Wealth Management is expanding its team and seeking an experienced Paraplanner to join us in Manchester. This role offers a challenging and rewarding opportunity to work closely with our administration team, advisers, and key stakeholders.Responsibilities:Research and analyze client financial data to identify suitable investment...

About the RoleThe successful candidate will be responsible for analyzing client financial positions, assessing client needs and objectives, and devising strategies for implementation. They will deliver analysis and strategies in well-structured and concisely written suitability reports. The ideal candidate will be a passionate and conscientious individual...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF...

Job Description Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD,...

Job SummaryWe are seeking a highly skilled Paraplanning Professional to join our team at Stratton Wealth Management. The successful candidate will play a key role in delivering high-quality advice to our clients, working closely with our advisers and administration team to ensure seamless communication and exceptional service.Main ResponsibilitiesAnalyse...

Job Description: We are seeking a highly skilled Paraplanner to join our team in Manchester. This role involves analyzing client financial data, devising strategies, and delivering high-quality suitability reports.About Us: As a business with big ambition, we are committed to building strong relationships with our clients and delivering exceptional results....

About AFH Wealth ManagementAs a leading independent financial advisory firm, we are committed to providing exceptional service and expertise to our clients. With over 30 years of experience and more than 200 accredited advisers nationwide, we have established ourselves as one of the UK's leading wealth management firms.Job OverviewWe are seeking an...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...

**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...

As a Financial Planning Administrator at MBF, you will play a vital role in supporting the delivery of high-quality financial planning services to clients.Your primary responsibility will be to provide administrative support to Financial Advisors, ensuring the smooth processing of financial planning cases from client onboarding to ongoing portfolio...

Our client, a notable industry pension provider, collaborate with regulated financial advisers offering a range of personal pensions for UK and non-UK residents.They offer advanced pension products, which have won various industry awards to date, with an unwavering focus on client satisfaction.With a clear focus on financial services technology and...

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 provider of wealth management services, is seeking an experienced and skilled Paraplanner to join their team on a permanent basis.As a key member of the Merje team, you will play a crucial role in supporting the delivery of high-quality wealth management services to our clients. This is an excellent opportunity for a motivated and...