Wealth Management Professional

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...

Job Title: Wealth ManagerAbout Franklyn Wealth Management: As a successful Partner of SJP, Franklyn Wealth Management is seeking a new Wealth Manager to join their team. The ideal candidate will have experience in Wealth Management or a relevant financial services field, with a strong focus on developing lasting professional relationships with...

We are looking for a highly skilled Wealth Management Professional to join our team at Ferguson Dean in Manchester. This is a fantastic opportunity for a professional to manage a portfolio of private clients with assets ranging from £250,000 to £5 million.The successful candidate will oversee a £20 million portfolio and be responsible for sourcing new...

**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...

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....

Job OverviewPinstripe Personnel is a leading provider of wealth management services, and we are currently seeking an experienced Financial Planner to join our team.The ideal candidate will have a proven track record of success in financial planning, with a strong focus on delivering exceptional client outcomes.This role offers a unique opportunity for a...

Job SummaryWe have a fantastic opportunity for an experienced Paraplanner to join our client's Financial Planning division in Manchester on an initial fixed-term contract.The successful candidate will be responsible for providing technical support to Wealth Advisors and their clients, delivering high-quality financial planning reports and...

Wealth Management RoleFerguson Dean, a reputable regional financial planning practice, is currently seeking a Wealth Management Specialist to manage a portfolio of high net worth clients in Manchester. This challenging yet rewarding role offers the chance to develop your skills and expertise while contributing to the company's success.The successful...

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, CISI or...

Job Title: Technical ParaplannerA technical paraplanner is required to join our team in Manchester, working with high net worth individuals and families.The role will involve providing technical support to senior planners, requiring strong knowledge of financial planning solutions, particularly those relevant to UHNW clients.Key Responsibilities:Provide...

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: 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, CISI or equivalent QCF RDR...

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...

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...

About Our ClientMERJE is a leading provider of Wealth Management services, seeking a highly skilled Wealth Management Support Professional to join our team on a permanent basis. As a key member of our team, you will be responsible for providing exceptional support to our advisers in completing non-client facing tasks.Job SummaryThis is an exciting...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. A candidate with experience in Wealth Management or a relevant financial services field. Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely Existing client...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. A candidate with experience in Wealth Management or a relevant financial services field. Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely Existing client...

We're looking for a highly skilled Wealth Management Professional to join our team at Ferguson Dean, a leading regional IFA firm and Times Top 100 firm.As a key member of our team, you'll be responsible for developing and implementing financial plans that meet the unique needs of high-net-worth individuals and families. You'll work closely with our...

Job SummaryHeat Recruitment is working with a leading national Wealth Management firm to find an experienced Investment Manager for their Manchester office.Company OverviewThe firm has a strong reputation for delivering results in the private client sector and is committed to providing exceptional client service.Job DescriptionThe successful candidate will...

**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...