Financial Planner
4 days ago
**Financial Planner - Manchester - Leading Investment Management Organisation - Salary negotiable around £55K plus bonus and Benefits**
Our client is one of the leading names in both the Investment Management and Wealth Planning markets in the UK.
As part of a continued growth plan, they are currently seeking Financial Advisers to join their newest Wealth Management team, established just a few years ago and quickly becoming one of the most exciting divisions in the company.
The role:
- This role will be a desk based Financial Advice role, utilising modern technology to provide a more efficient service and allowing more client's access to their advice offering.
- As a forward thinking business, our client is focused on a new era of advice, cutting back on face to face meetings and instead using fin-tech to manage the client's funds.
- Your role will be to build relationships with the clients over the phone and via video calling, manage their portfolios and provide financial advice.
**Requirements**:
- This role would suit either a Financial Planner or a bancassurance Financial Planning Manager who is keen to join a modern advisory business and who is excited about the opportunity in this space.
On offer:
- A first class opportunity to join a market leading name in the wealth planning sector offering genuine long term career development opportunities.
- Basic salary of around £50-60,000 plus company benefits, bonus etc
- Flexible working based on a hybrid model
-
Financial Planner
3 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeJob Description A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is...
-
Financial Planner
4 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need...
-
Financial Planner
4 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need...
-
Financial Planner
2 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need...
-
Financial Planner
4 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
-
Financial Planner
2 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeJob Description A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is...
-
Financial Planner
2 weeks ago
manchester, United Kingdom Ferguson Dean Full timeJob Description A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is...
-
Financial Planner
4 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
-
Financial Planner
4 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
-
Financial Planner Opportunity
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeJob Title:A Financial Adviser Opportunity AwaitsAbout the Role:We seek ambitious individuals with a Level 4 qualification to embark on a fulfilling career as self-employed financial advisers.Career Benefits:Flexibility for work-life balance and family commitmentsExcellent financial rewards with opportunities for advancementPersonal satisfaction and...
-
Financial Planner
4 hours ago
Manchester, United Kingdom mbf. Full time**Experienced Financial Planner - Full HNW Client Bank Provided - Manchester - Competitive salary of around £50,000, plus benefits and bonus (£100K OTE)** MB Fitzgerald Recruitment are currently working with a well known Manchester based firm of Financial Planners who are looking to recruit an experienced Financial Planner. The role: - The role will be...
-
Financial Planner
4 months ago
Manchester, UK, Greater Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
-
Financial Planner
6 months ago
Manchester, United Kingdom The Oakfield Group Full time**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...
-
Financial Planner
2 days ago
Manchester, United Kingdom Taylor James Professional Recruitment Full time**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...
-
Estate and Investment Planner
1 week ago
Manchester, United Kingdom Quilter Financial Planning Full timeFinancial Planning CareerWe are seeking an experienced Estate and Investment Planner to join our team at Quilter Financial Planning.This is a fantastic opportunity for a financial services professional to work on an employed basis with one of our strategic partner firms, offering excellent remuneration terms and full paraplanning support.The estimated salary...
-
Financial Planner Assistant
1 week ago
Manchester, United Kingdom NJR Recruitment Full timeJob Title: Financial Planner AssistantAbout the Role:We are seeking a highly skilled Financial Planner Assistant to join our boutique firm of Chartered Financial Planners in Manchester City Centre.As a Financial Planner Assistant, you will be responsible for supporting our experienced financial planners in delivering exceptional client service and helping...
-
Financial Planner
2 days ago
Manchester, United Kingdom MB Fitzgerald Full time**Financial Planner - Client book and new Leads provided - Employed role, basic salary to £35K - Year 1 Expected Earnings £50K - Manchester (home based)** Our client are a growing firm of Financial Planners with Advisors right across the UK. They provide whole of market financial advice to clients in the areas of retirement planning, investments,...
-
Financial Planner
2 days ago
Manchester, United Kingdom Taylor James Professional Recruitment LTD Full timeOur 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,...
-
Financial Planner
7 months ago
Manchester, United Kingdom Taylor James Professional Recruitment LTD Full timeOur 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,...
-
Wealth Planner
7 months ago
Manchester, United Kingdom James Phillip Financial Recruitment Full timeJames 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...