Discretionary Wealth Management Professional
2 days ago
We are a national Wealth Management firm with an excellent track record of delivering results in the private client sector. We are looking for an additional Investment Manager to continue our development of our office in Manchester and the wider North West.
This is an exciting opportunity to join a high-performing team and contribute to our continued growth and success. Your key responsibilities will include:
- Managing and advising on client investment portfolios.
- Developing and implementing strategic plans to grow your portfolios.
- Maintaining strong relationships with clients and identifying new business opportunities.
You will work closely with our experienced team to deliver exceptional results and provide unparalleled client service. The estimated salary for this role is approximately £70,000-£90,000 plus bonus and full package.
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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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Discretionary Wealth Manager
2 days ago
Greater Manchester, United Kingdom Heat Recruitment Full timePrivate Client Portfolio AdvisorWe are seeking a skilled investment professional to join our team as a Private Client Portfolio Advisor.This exciting opportunity is based in Manchester and offers a basic salary of £70,000 to £100,000 plus a bonus and comprehensive benefits package.About Our FirmA reputable national Asset Management company with a proven...
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Wealth Management Professional
1 week 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 Professional
4 weeks ago
Manchester, United Kingdom Puilaetco Full timeJob OverviewBrown Shipley is a leading private bank in the wealth management sector, committed to delivering exceptional personalized service to clients.We are seeking an experienced Wealth Management Professional to join our team based in London. This is a unique opportunity to work in a collaborative and client-centric environment where your expertise and...
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Wealth Manager Professional
4 weeks ago
Manchester, United Kingdom Puilaetco Full timeJob OverviewWe are seeking a skilled Wealth Manager to join our team at Puilaetco, based in the UK. As a Client Advisor, you will play a crucial role in building and maintaining relationships with high net worth individuals and families.About UsPuilaetco is a leading private bank in the wealth management sector, committed to delivering exceptional client...
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Investment Manager
3 months ago
Manchester, United Kingdom CV-Library Full timeInvestment Manager / Wealth Manager - North West Basic Salary - £70,000 - £105,000 pa Additional - Benefits + Comms Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4 Company - UK based Independent Stockbroking Business Annular Group have partnered with a leading UK based Investment Management business that have a prestigious...
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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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Stratton Wealth Management Opportunity
3 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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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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Discretionary Investment Manager
1 day ago
Manchester, United Kingdom Heat Recruitment Full timeDiscretionary Investment Manager - ManchesterWe are seeking a highly skilled and experienced Discretionary Investment Manager to join our team in Manchester. As a key member of our investment team, you will be responsible for managing and advising on both existing and new client portfolios.The ideal candidate will have a strong background in the private...
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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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Paraplanner Professional
4 weeks ago
Manchester, United Kingdom Merje Full timeOur 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...
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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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Paraplanning Expertise Required
3 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
3 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
1 month 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
3 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
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 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...