Wealth Management Associate
3 weeks ago
Evelyn Partners Fund Solutions Limited invites applications from motivated Wealth Management Associates who are passionate about providing exceptional client experiences. This exciting role offers opportunities for career growth, skill development, and collaboration with experienced professionals.
The estimated salary for this position is £35,000 - £50,000 per annum, based on experience. Our company prioritizes employee well-being, offering flexible working arrangements and access to training programs.
About the Role- Develop and maintain detailed suitability reports, ensuring alignment with client needs and goals.
- Partner with financial planners to deliver proactive and personalized service, driving positive client outcomes.
- Pursue ongoing professional development, staying up-to-date with industry trends and best practices.
This role requires a Level 4 qualification in Financial Planning, strong interpersonal skills, and a commitment to delivering outstanding results.
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Independent Wealth Management Professional
4 weeks ago
Manchester, United Kingdom AFH Wealth Management Full timeAbout 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...
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Client Service Associate
1 day ago
Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services, offering a wide range of highly active employee resource groups and multiple diversity, equity, and inclusion initiatives across the organisation.About the Job DescriptionThis role is ideal for an experienced Client Service Associate - Wealth...
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Stratton Wealth Management Opportunity
4 weeks ago
Manchester, United Kingdom Stratton Wealth Management Full timeJob 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....
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Office Administrator
6 months ago
Manchester, United Kingdom Falcon Wealth Management Full time**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...
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Senior Financial Planner
6 months ago
Manchester, United Kingdom Daintree Wealth Management Full time**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...
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Wealth Manager
1 week ago
Manchester, United Kingdom Franklyn Full timeJob 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...
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Wealth Management Professional
2 weeks ago
Manchester, United Kingdom Franklyn Full timeJob 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...
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Wealth Management Administrator
4 days ago
Manchester, United Kingdom Integro Partners Full timeWealth Management Administrator £28-32K depending on experience Manchester City Centre Tired of working for a large corporate & feeling unappreciated? Wanting to progress your career but not given the opportunity? This opportunity could be the chance to kick-start your Wealth career….An award winning, city centre Manchester based Wealth...
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Wealth Management Administrator
3 weeks ago
Manchester, United Kingdom CV-Library Full timeWealth Management Administrator £28-32K depending on experience Manchester City Centre Tired of working for a large corporate & feeling unappreciated? Wanting to progress your career but not given the opportunity? This opportunity could be the chance to kick-start your Wealth career…. An award...
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Paraplanning Expertise Required
4 weeks ago
Manchester, United Kingdom Stratton Wealth Management Full timeJob 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...
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Wealth Manager
2 weeks ago
Manchester, United Kingdom Franklyn Full timeFranklyn 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...
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Senior Financial Planning Consultant
4 weeks ago
Manchester, United Kingdom AFH Wealth Management Full timeAbout 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...
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Wealth Manager
4 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn 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...
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Wealth Manager
4 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn 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...
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Wealth Manager
4 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn 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...
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Wealth Manager
2 months ago
Manchester, United Kingdom Franklyn Full timeJob 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,...
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Wealth Manager
4 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn 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...
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Wealth Manager
4 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn 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...
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Wealth Management Assistant
4 days ago
Manchester, United Kingdom CV-Library Full timeWealth Management Administration Job DescriptionWe are seeking a highly skilled administrator to join our team, working closely with Paraplanners and Financial Advisors to deliver exceptional client service.The successful candidate will have experience in wealth management administration, with a strong understanding of financial processes and procedures.The...
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Wealth Management Advisor
1 day ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management OpportunityWe're seeking a skilled wealth manager to enhance our team at Franklyn Wealth Management, one of SJP's top partners.Role: AdviserArea: Greater Manchester RegionEssential Requirements:An individual with wealth management expertise or relevant industry background.Hold a DipFA, IAD, CISI certification, or be pursuing a QCF...