Financial Adviser Support

5 months ago


Manchester, United Kingdom Jane Deane Recruitment Limited Full time

Adviser Support required for successful Chartered practice based in Manchester city centre.

Duties include:
Acting as point of contact for clients, preparing pre-sale documentation, conducting fund research, preparing valuation reports, processing new business and find switches, writing suitability reports.

Applicants will need to have a strong academic background, good it skills and 2 years previous experience of working in an IFA practice.

**Job Types**: Full-time, Permanent

**Salary**: £26,000.00-£30,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- ifa administration: 2 years (preferred)

Work Location: In person


  • Financial Adviser

    1 month ago


    Manchester, United Kingdom CV-Library Full time

    Financial Adviser Manchester / Huddersfield Circa £50-65K Remote working Looking for an opportunity to inherit a book of business? Wanting to be working remotely instead of weekly visits to the office? This could be the right role for you! One of our long-standing Wealth clients are looking for an experience Financial Adviser to join them and look...

  • Financial Adviser

    4 months ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Financial AdviserManchester / HuddersfieldCirca £50-65KRemote workingLooking for an opportunity to inherit a book of business?Wanting to be working remotely instead of weekly visits to the office?This could be the right role for you!One of our long-standing Wealth clients are looking for an experience Financial Adviser to join them and look after a client...

  • Financial Adviser

    4 months ago


    Manchester, United Kingdom Jigsaw Recruitment Full time

    **Financial Adviser: Home based position covering the Manchester area£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This...

  • Financial Adviser

    4 months ago


    Manchester, United Kingdom Jigsaw Recruitment Full time

    **Financial Adviser: Home based position covering Manchester£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This excellent...

  • Financial Adviser

    1 month ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Financial Adviser Opportunity **About the Role** We are seeking an experienced Financial Adviser to join our client's team in Manchester and surrounding areas, including Huddersfield. The successful candidate will inherit a book of business and focus on managing existing clients, developing new relationships, and growing the client base through referrals...

  • Financial Adviser

    1 month ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Financial Adviser Opportunity **About the Role** We are seeking an experienced Financial Adviser to join our client's team in Manchester and surrounding areas, including Huddersfield. The successful candidate will inherit a book of business and focus on managing existing clients, developing new relationships, and growing the client base through referrals...

  • Financial Adviser

    1 month ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Financial Adviser OpportunityWe are seeking an experienced Financial Adviser to join our team at Heat Recruitment Ltd. The successful candidate will have a strong background in wealth management and a proven track record of delivering exceptional results.Key Responsibilities:Manage a book of business in the Manchester and surrounding areas, including...

  • Financial Adviser

    1 month ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Financial Adviser OpportunityWe are seeking an experienced Financial Adviser to join our team at Heat Recruitment Ltd. The successful candidate will have a strong background in wealth management and a proven track record of delivering exceptional results.Key Responsibilities:Manage a book of business in the Manchester and surrounding areas, including...


  • 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

    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...


  • 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...

  • 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...


  • 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...


  • 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...


  • Manchester, United Kingdom Quilter Full time

    Unlock Your Potential as a Financial AdviserAre you looking to transition into a rewarding career as a financial adviser? Quilter's Financial Adviser Academy is designed to help you achieve your goals with a fully supported 14-week programme.What You'll GainA comprehensive understanding of the financial services industry and the skills required to succeed as...


  • Manchester, United Kingdom Quilter Full time

    Unlock Your Potential as a Financial AdviserAre you looking to transition into a rewarding career as a financial adviser? Quilter's Financial Adviser Academy is designed to help you achieve your goals with a fully supported 14-week programme.What You'll GainA comprehensive understanding of the financial services industry and the skills required to succeed as...


  • 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...


  • Manchester, United Kingdom NJR Recruitment Full time

    ** FINANCIAL ADVISER ADMINISTRATOR** **LOCATION : CENTRAL MANCHESTER** **SALARY: UP TO 30,000 + BENEFITS** **HYBRID WORKING PATTERN** our Client are Ranked in the Top 50 UK Advisers. They are an Award Winning Firm of Chartered Financial Planners, and offer up an excellent reputation in the Market. Duties will consist of; Checking policy...


  • 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...