Associate Financial Planner
4 days ago
My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee/Associate Financial Planner to join their team in Manchester. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service Retain and service an existing book of north midlands based clients whilst looking for new business opportunities Ability to learn and develop with the business as it grows Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service Knowledge & experience Detailed experience of financial advice and technical aspects Experience at dealing with clients on a face to face and online basis Experience of working with clients of high net worth Experience of working in a team to drive better outcomes for all stakeholders Ideally chartered Experience of servicing and retaining a large book of clients Skills Strong financial advice skills Eye for detail and accuracy Good team skills and desire to working collaboratively Excellent verbal and written communication skills Monitoring, evaluating and reporting Ability to step back, critique the existing way of working and implement improvements Company Benefits Basic salary range £45k to £50k No threshold bonus scheme and 1/3 paid of all initial fee written paid monthly 25 days holiday + 8 days bank holiday Company pension contribution Flexible medical package And more... Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr
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Associate Financial Planner
2 days ago
Manchester, United Kingdom IDEX Consulting Full timeJob description My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee/Associate Financial Planner to join their team in Manchester. Principal Accountabilities / Main ResponsibilitiesProviding 1st class advice to...
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Associate Financial Planner
3 hours ago
Manchester, United Kingdom IDEX Consulting Full timeJob description My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee / Associate Financial Planner to join their team in Manchester. Principal Accountabilities / Main Responsibilities Providing 1st class advice...
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Financial Planner
6 days 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
2 weeks ago
Manchester, United Kingdom mbf. 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
2 weeks ago
Manchester, United Kingdom mbf. Full time**Financial Planner - Manchester - FP division of an International Accountancy Practice - Salary to £70K plus Bonus and Benefits** MBF are working on an exciting opportunity for an experienced Financial Planner to join the Financial Planning division of an International Accountancy Practice. This is a new vacancy in Manchester, working alongside your...
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Associate Financial Planner – Growth Path
4 days ago
Manchester, United Kingdom IDEX Consulting Full timeA growing financial planning business in Manchester is seeking a Trainee/Associate Financial Planner. The role involves providing top-notch advice on wealth management and servicing a clientele while searching for business expansion opportunities. Candidates should have a strong financial advice background, good communication skills, and the ability to learn...
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Financial Planner
2 days 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 MB Fitzgerald Full time**Financial Planner - Client book and new Leads provided - Employed role, basic salary to £35K - Year 1 Expected Earnings £50K - Manchester (home based)** Our client are a growing firm of Financial Planners with Advisors right across the UK. They provide whole of market financial advice to clients in the areas of retirement planning, investments,...
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Financial Planner
1 week ago
Manchester, United Kingdom mbf. Full time**Financial Planner - Manchester - Leading Investment Management Organisation - Salary negotiable around £55K plus bonus and Benefits** Our client is one of the leading names in both the Investment Management and Wealth Planning markets in the UK. As part of a continued growth plan, they are currently seeking Financial Advisers to join their newest Wealth...
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Financial Planner
8 hours 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...
