Financial Planner
7 days ago
You’re a proactive Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want the chance to put your stamp on the client experience—and help shape a growing presence in Manchester. We’re looking for a Financial Planner who’s confident and ready to make an impact from day one. If you’ve got strong client‑facing experience, the ability to grow and nurture an existing network, and a genuine passion for helping clients achieve their financial goals, we’d love to hear from you. Together, we’ll turn financial ambitions into reality. About the role Joining our Manchester office, you’ll be part of a developing team with big ambitions. You’ll bring energy, ownership, and pace to build trusted relationships and deliver tailored strategies that adapt to clients’ changing needs. We’ll equip you with the tools, support and guidance you need, while giving you the freedom to grow, win, and succeed. You’ll combine empathy with exceptional organisation to drive results and create meaningful outcomes for clients – making a real impact from day one. Accountabilities Shape Futures, Not Just Plans: Deliver financial planning that feels personal – because every client’s story is unique. Turn Numbers into Strategies: Transform numbers into smart, actionable strategies. Be the Trusted Voice: Connect with clients, understand their needs, and make complex advice clear and understandable. Keep Reviews on Track: Lead regular reviews to keep plans fresh, relevant, and results‑focused in line with client service agreements. Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues – thinking ahead and responding fast. Know our Proposition Inside Out: Learn, understand, and confidently articulate all aspects of our financial planning proposition. Keep Growing: Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals. Record Every Detail: Maintain detailed and accurate records of client interactions using our CRM. Win Together: Work closely with team members, share insights, and continuously improve service delivery. Skills and Experience Level 4 Diploma in Financial Planning. Minimum 3 years’ experience in a client‑facing Financial Planning role. A current Statement of Professional Standing. Confident using CRM and cash‑flow modelling tools. Experience in an advisory or technical role gained within an advisory firm. Experience using and delivering a full range of provider products, services, and capabilities. Intermediate Excel – vlookups and pivot tables. Good energy – you must be able to have conversations with clients that deliver trust and solutions. A desire to help our clients make their financial ambitions a reality. Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance #J-18808-Ljbffr
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Financial Planner
2 weeks ago
Manchester, United Kingdom MB Fitzgerald Full time**Experienced Financial Planner - Full HNW Client Bank Provided - Manchester - Competitive salary of up to £60,000, plus benefits and bonus (£100K OTE)** MB Fitzgerald Recruitment are currently working with a well known Manchester based firm of Financial Planners who are looking to recruit an experienced Financial Planner. The role: - The role will be...
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Financial Planner
1 week ago
Manchester, United Kingdom The Oakfield Group Full time**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...
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Financial Planner
1 week ago
Manchester, United Kingdom The Oakfield Group Full time**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...
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Trainee Financial Planner
2 weeks ago
Manchester, England, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time"This is Manchester. We do things differently here" (Tony Wilson).This Manchester financial planning business is the epitome of different.It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.That means tackling...
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Chartered Financial Planner
5 days ago
Manchester, United Kingdom Ortus Psr Full time**Chartered Financial Planner** **Location: Manchester** **Salary: £40,000 - £70,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an...
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Senior Financial Planner
1 week 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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Financial Planner
1 week ago
Manchester, New Hampshire, United Kingdom atomos wealth Full time £30,000 - £60,000 per yearCareerYou're a proactive Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want the chance to put your stamp on the client experience—and help shape a growing presence in Manchester.We're looking for a Financial Planner who's confident and ready to make an impact from day one. If you've got strong...
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Financial Planner
2 weeks ago
Manchester, United Kingdom IDEX Consulting Full timeJob description My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.The Role:To build new client relationships and maintain and develop existing client relationships through effective ongoing service to...
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Financial Advisor
3 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
5 days ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
