Financial Services Professional

7 days ago


Manchester, United Kingdom Franklyn Full time
Job Opportunity

We are seeking a skilled Wealth Manager to join our team at Franklyn Wealth Management, one of SJP's most successful Partners.

Job Title: Adviser

Location: Manchester Area

Key Requirements:

  • A candidate with experience in Wealth Management or a relevant financial services field.
  • Fully qualified (DipFA, IAD, CISI or equivalent QCF RDR level 4 qualification), or working towards their Level 4 qualification.

Your Skills and Qualities:

  • A client-centric approach and mindset.
  • The ability to develop strong and lasting professional relationships with clients, both in person and remotely.
  • A commitment to best practice, teamwork, and positive client outcomes.

How We Will Support You:

  • Bespoke support for your transition into our business.
  • Existing client servicing opportunities with private and corporate clients.
  • Specialist advice and technical support.
  • Exceptional marketing support.
  • Streamlined administration for more face-to-face time with clients.

You will receive training and support to understand St. James's Place and our investment proposition, as well as a bank of clients to develop relationships with.

Working with experienced advice professionals, you will use proven processes and the latest technology to efficiently process client cases.

This is an excellent opportunity for an experienced financial adviser looking to take the next step in their career, working in a highly collaborative environment that prioritizes providing true financial advice to clients.

Salary: £50,000 - £80,000 per annum, depending on experience.



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