Employed Financial Planner

2 weeks ago


Manchester, United Kingdom Ortus PSR Full time

**Employed Financial Planner**

**Location: Manchester**

**Salary: £30,000 - £60,000**

The firm are looking to add an Employed Financial Planner to the team, to take on new and existing clients and ensure they are serviced to a high level detail.

**Responsibilities**:

- Conducting meetings with existing and new clients, either office-based or in the clients home/business
- Ensuring you help clients understand their options, in order to help them achieve their financial goals
- Analysing all information and prepare a plan that is designed to individual clients

**Skills**:

- A strong track record of providing financial advice
- Competent Adviser Status
- Exceptional client service skills, with a genuine interest in helping clients achieve their goals


  • 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,...

  • 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...

  • Financial Advisor

    2 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    If 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...

  • Financial Advisor

    1 day ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.If 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...

  • Financial Planner

    7 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...

  • 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...

  • Financial Planner

    3 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...

  • Financial Planner

    2 weeks 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...

  • Financial Planner

    1 day 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...


  • 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...