Wealth Planning Expert

3 weeks ago


Manchester, United Kingdom IDEX Consulting Full time

About IDEX Consulting

">

We are a dynamic consulting firm based in Manchester city centre, dedicated to providing expert wealth planning services. We are seeking an experienced Wealth Planning Expert to join our team and help clients achieve their financial goals.

">

The Role:

">
  • To assess clients' financial situations, identify areas for improvement, and develop personalized plans to achieve their objectives.
  • To collaborate with clients to understand their financial aspirations and create tailored solutions.
  • To stay updated on market trends, regulatory changes, and industry developments, ensuring optimal performance and compliance.
">

About You:

">
  • Proven experience in wealth planning, with a strong focus on client satisfaction and financial literacy.
  • Excellent technical knowledge and communication skills, with the ability to present complex information effectively.
  • A deep understanding of financial markets, products, and regulations.
">

What We Offer:

">

A highly competitive salary package, including a £70,000 - £100,000 per annum, plus benefits such as private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.

">

Benefits at a Glance:

">
  • Competitive salary range: £70,000 - £100,000 per annum
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

  • Senior Wealth Adviser

    4 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    Career OpportunityWe are looking for an experienced Senior Wealth Adviser to join our team at Quilter Financial Planning.This is a great opportunity for a financial services professional to work on an employed basis with one of our strategic partner firms, offering attractive remuneration terms and full paraplanning support.The estimated salary for this role...


  • Manchester, United Kingdom Generational Wealth Full time

    A FANTASTIC OPPORTUNITY TO START A SUCCESSFUL CAREER IN SALES WHERE NO SALES EXPERIENCE REQUIRED Who are we looking for? We are currently looking for bright, highly motivated individuals to fill a number of Generational Wealth consultant positions with a successful legal services company located in Wilmslow. Ideally you will be a university graduate,...


  • Manchester, United Kingdom Pinstripe Personnel Full time

    UK-Wide Remote Financial Planning OpportunityA prestigious wealth planning firm is seeking an experienced financial planner to join its team in a fully remote position. The ideal candidate will have a minimum of a Diploma in financial services and significant experience as a financial adviser/planner. Job Responsibilities: As a financial planner, you will be...

  • Expert Wealth Advisor

    4 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    **Career Opportunity:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on an employed basis with one of our Strategic Partner firms.The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience. Our company offers a...


  • Manchester, United Kingdom Sellick Partnership Limited - Private Practice Full time

    As a Wealth Protection Specialist with Sellick Partnership Limited - Private Practice, you will play a crucial role in advising high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters. This is an excellent opportunity to work with a recognised national law firm, providing expertise in estate planning,...


  • Manchester, United Kingdom Pinstripe Personnel Full time

    About the JobWealth Planning Specialist WantedOTE: £100,000+Pinstripe Personnel is a leading wealth planning firm seeking a seasoned Financial Planner to join our team.This is a fantastic opportunity for experienced professionals to work on exciting projects, develop their skills, and advance their careers. Our company culture emphasizes collaboration,...


  • Manchester, United Kingdom Ferguson Dean Full time

    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...


  • Manchester, United Kingdom Pinstripe Personnel Careers Full time

    Pinstripe Personnel Careers is seeking an experienced Financial Planner to join our team.">We are offering a fully remote position with a salary of £100,000+ OTE, making it an excellent opportunity for driven and ambitious individuals.">The role involves providing wealth planning services to clients, with full Paraplanning support and new business...


  • Manchester, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    About the Role">This is an exciting opportunity to work as a Private Wealth Tax Expert, advising individuals and business owners on complex tax queries.">As a Senior Manager or Manager, you will be responsible for delivering tax advisory services to our clients, working closely with senior directors and partners.">You will have the opportunity to work with a...

  • Office Administrator

    2 weeks ago


    Manchester, United Kingdom SP Wealth Planning Full time

    Are you an enthusiastic Office Administrator eager for your next role? Could you fulfil a vital support function within a busy office? If so, read on. The Company: Our client is highly respected in the Wealth Management industry and provides independent and bespoke financial services to executive, managers, families and entrepreneurs. Due to business...


  • Manchester, United Kingdom Pinstripe Personnel Full time £100,000

    Pinstripe Personnel, a renowned Wealth Planning firm, is currently seeking a skilled Wealth Management Consultant to join their team. As a consultant, you will be responsible for providing expert advice to clients on their financial plans, helping them to achieve their goals and secure their financial future.About the RoleThis is a fantastic opportunity to...


  • Manchester, United Kingdom Pinstripe Personnel Full time

    Pinstripe Personnel is seeking an experienced Senior Wealth Planner to join its team. The role involves providing expert financial advice to clients and managing client relationships.The successful candidate will have extensive knowledge of Wealth Planning and be able to provide expert advice to clients. They will also be responsible for identifying new...


  • Manchester, United Kingdom Pinstripe Personnel Full time

    As a Financial Planning Expert with Pinstripe Personnel, you will have the opportunity to work with a talented team and utilize your skills and expertise to deliver exceptional client outcomes.We are seeking a highly ambitious and results-driven individual who is looking for the next step in their career. This role offers a competitive salary of £100,000+...


  • Manchester, United Kingdom Pinstripe Personnel Full time

    We are currently seeking a Financial Services Specialist to join our team at Pinstripe Personnel. As a key member of our wealth planning team, you will play a vital role in delivering exceptional client experiences.About the RoleThe successful candidate will have the opportunity to work closely with our talented team, utilizing their skills and expertise to...


  • Manchester, United Kingdom Ferguson Dean Full time

    We are seeking a Wealth Management Specialist to join our team in Manchester, working with a portfolio of private clients with assets ranging from £250,000 to £5 million. As a key member of our wealth management team, you will play a critical role in delivering exceptional financial planning services to our clients, helping them achieve their long-term...


  • Manchester, United Kingdom Service Care Solutions Full time

    As a Tax Efficiency Lawyer at Service Care Solutions, you will play a crucial role in advising high-net-worth clients on complex succession planning and tax matters.With at least 8 years of PQE in Private Wealth law, you will be responsible for developing and implementing bespoke strategies to optimize tax efficiency.This role involves collaborating with a...


  • Manchester, United Kingdom Quilter Financial Planning Full time

    Job OverviewThis is an exciting opportunity for a seasoned financial professional to join Quilter Financial Planning as a Financial Advisor. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through innovative financial planning strategies.


  • Manchester, United Kingdom mbf Full time

    Job Title: Technical ParaplannerA highly skilled technical paraplanner is required to join a leading wealth management firm 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...


  • Manchester, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Estate Planning AttorneyWe are seeking an Estate Planning Attorney to join our Private Client team in Manchester. As a key member of the team, you will be responsible for advising high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters, including estate planning, tax-efficient business structures, and wealth...


  • Manchester, United Kingdom Franklyn Full time

    Opportunity Summary:We are looking for a seasoned Wealth Manager to join our dynamic team in the Manchester area. As a key player, you will be responsible for building long-lasting relationships with clients, providing expert guidance, and helping them achieve their financial objectives.About Franklyn Wealth Management:As one of SJP's most successful...