Financial Advisor
2 weeks ago
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term
The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.
Requirements
- Bachelor's degree in Finance, Accounting, Business, or a related field
- Level 4 or level 7 certified financial advisor and be RDR compliant, recognised by the FCA to give regulated advice covering UCITS and mutual funds, Individual Saving accounts (ISA) and Self Invested Personal Pension (SIPP) products such as Chartered Insurance Institute.
- Valid Statement of Professional Standing (SPS)
- Excellent knowledge of financial planning principles and investment strategies
- Strong communication and interpersonal skills to collaborate effectively with clients
- Passionate about providing the best financial services and advice to clients
- Effective problem-solving skills, with the ability to identify issues and provide solutions
- Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
- Valid driver’s license essential.
Experience
- 3+ years’ experience in the financial services industry
- Should be familiar with the broad range of investment and retirement savings options including the UK Financial Services Regulations, Personal Taxation, Ethical Investment, Risk, Financial Protection and Retirement Planning
- Must have a demonstrated history of building strong relationships.
Job description
- To generate leads, set up appointments, meet clients and close the deal.
- To do an investment needs analysis
- To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
- To obtain all necessary documentation (FICA documentation).
- To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
- To assist with ad hoc marketing drives in your region.
- To effectively service your clients, limited travelling may be required
- Flexibility is required as clients from time-to-time request consultations outside of normal office hours.
- Analysis to provide ideas for new product development.
- Updating Profida Report on daily bases.
- Submitting daily travel reports
- Submitting demographic report of client.
Remuneration
- fixed remuneration package (not commission based)
-
Mortgage Advisor
3 weeks ago
Greater Manchester, UK, Greater Manchester, United Kingdom Acumen Mortgages Full timeCompany DescriptionAcumen Financial Advisers Ltd, trading as Acumen Mortgages, is a whole-of-market mortgage broker based in the North West, specializing in new build mortgages and partnering with prominent builders. The company also provides advice on Re-mortgage, Protection, Pensions, Investments, and Equity Release.Role DescriptionThis is a full-time...
-
Business Development Manager
3 weeks ago
Manchester,, Greater Manchester, United Kingdom RedTusk Talent Full timeBusiness Development Manager – Manchester – Leading Investment Management Firm We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester.You will be tasked with building out their B2B partnerships division and will eventually...
-
Financial Planning Administrator
3 weeks ago
Manchester, UK, Greater Manchester, United Kingdom mbf Part timeFinancial Planning AdministratorLocation: Manchester City CentreSalary: Up to £32,000 + Company Benefits + Annual BonusAre you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their stunning Manchester city...
-
Senior IFA Administrator
6 days ago
Manchester,, Greater Manchester, United Kingdom Medlock Partners Full timeSenior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...
-
Finance Manager
3 weeks ago
Manchester,, Greater Manchester, United Kingdom BCL Legal Full timeAre you ready to make a significant impact in a well-established professional recruitment firm?We're seeking a talented Finance Manager to shape our finance function.About the Role:In this pivotal position, you will work closely with our directors and shareholders, taking ownership of the finance function. You'll be responsible for preparing monthly...
-
Director Global IT Procurement
1 month ago
Manchester,, Greater Manchester, United Kingdom Brambles Full timePosition Purpose:Global Procurement is committed to deliver a significant contribution towards Brambles growth goals, enabling the markets to win through Procurement using breakthrough category strategies and sourcing execution to support operating margin improvement and competitive advantage. Indirect Procurement categories tend to be complex with varying...
-
Team Leader
2 weeks ago
Manchester, Greater Manchester, Greater Manchester, United Kingdom myGwork Full timeThis job is with Ingeus, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Team Leader Location: Covering offices across Greater Manchester - including Wigan, Bolton, Bury Rochdale and OldhamContract: PermanentHours: 37.5 hours per week (...
-
Finance Analyst
2 months ago
Manchester, UK, Greater Manchester, United Kingdom Bestway Healthcare UK Part timeOverview of the roleAs our Finance Analyst your purpose will be to provide the relevant financial and analytical support to aid and guide decision making within Finance, Property and Portfolio teams and drive improved investment decision making within the business. You will make financial projections based on markets and trends.This role is offered on a 9...
-
Chief of Staff
2 weeks ago
Manchester, Greater Manchester, United Kingdom myGwork Full timeThis job is with Munich Re, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Role: Chief of StaffCompany: HSB Engineering Insurance Ltd Reporting to: Chief Executive Officer, HSB UK&I Group Location: Manchester Permanent Job Purpose: ...
-
Senior Manager/Associate Director, Banking
3 weeks ago
Manchester, Greater Manchester, United Kingdom RBC Capital Markets Full timeThis is an exciting opportunity to join a leading wealth and asset manager with ambitious growth plans and help us to develop our banking and credit proposition.Based in Manchester, this role will be multi-faceted, supporting the UK Banking and Credit Product teams in the distribution of innovative banking solutions, and delivering training and market...
-
Corporate Solicitor
3 weeks ago
Manchester,, Greater Manchester, United Kingdom Medlock Partners Full timeWe are recruiting on behalf of a highly regarded law firm in Manchester for a Corporate Solicitor (1-3 PQE) to join their growing Corporate team.The firm’s Corporate Department is a leading advisor to owner-managed businesses across a range of sectors including tech, healthcare, financial services, and sports. The department works closely with clients...
-
Graduate Health
4 days ago
Greater Manchester, UK, Greater Manchester, United Kingdom Graduate Career Solutions Full timeResponsibilities: Responsible for maintaining and renewing all company certification including the renewals at the relevant intervals, making sure that the company is always covered by the appropriate and relevant certification to carry out its business.To arrange and manage the audit process to enable renewal of all certifications for the overriding...
-
Sales and Customer Service
1 month ago
Manchester, M1, Manchester, United Kingdom Inc Recruitment Ltd Full timeAre you looking for a new career in sales and customer service?Do you have the drive and ambition our client is looking for to join this award winning sales and marketing organisation; they are looking to enhance their sales and customer service team with independent individuals who are capable of seeking and developing new opportunities within the sales and...
-
Transfer Pricing Manager/ Assistant Manager
3 days ago
Manchester, Greater Manchester, M1, Manchester, United Kingdom Hays Accountancy and Finance Full timeYour new firm We are partnering with a global name in accountancy and tax services who are offering a unique challenge to an experienced Senior Corporate Tax Manager with experience from a Top 20 or Big 4 firm. A leading name in audit, accountancy, tax and business services, this is a great accountancy firm with a diverse and entrepreneurial culture to...
-
Legal Counsel
3 months ago
Manchester,, Greater Manchester, United Kingdom NES Fircroft Full timeLegal Counsel Location: ManchesterJoin our team as Legal Counsel and help us navigate legal complexities—no map or compass required! As our in-house legal expert, you'll be the guiding force for our teams navigating the exciting landscape of contracts across the UK, Europe, and Africa. Take the lead in ensuring compliance, developing efficient...
-
Parts Business Development Manager
2 weeks ago
Manchester,, Greater Manchester, United Kingdom LiuGong Direct UK Full time**This is a hybrid role, the successful candidate will be one who is happy to work from our Portsmouth or Altrincham, Manchester offices at least 3 days per week.**Position Title: Parts Business Development ManagerLocation: Portsmouth, UK & Field BasedReports To: MDCompany Overview:LiuGong UK is a leading provider of heavy machinery solutions, known for its...
-
Senior Finance Recruiter
6 months ago
Manchester, UK, Greater Manchester, United Kingdom Robert Half Full timeWho we are and what we do:Robert Half is evolving.Our mission is to positively change people's lives by finding them the right job and helping companies grow by recruiting the right team.We foster a positive, inclusive work environment, designed to fuel your career. We aim to help you thrive, feel valued, fulfilled in your role and proud to be a part of...
-
Debt Advisor
5 months ago
Manchester, United Kingdom The Debt Advisor Full time**Job Description and Specification** Job Title: Debt Advisor Department: The Debt Advisor Responsible to: Head of Operations Hours of work: 35 hours per week Main Purpose: To provide whole of market advice to prospective consumers The Debt Advisor is a rapid growing business with a firm foothold in the IVA and Debt Management market. We are looking to...
-
Customer Service Advisor
5 months ago
Manchester, United Kingdom Switch Advisor Ltd Full timeAs a Customer Service Advisor, you will play a crucial role in ensuring our customers have a positive experience with our products/services. You will be responsible for addressing customer inquiries, resolving issues, and providing support to enhance overall customer satisfaction. **Responsibilities**: - Provide exceptional customer service to clients by...
-
Financial Services Consultant
2 weeks ago
Manchester, United Kingdom Quilter Financial Advisers Full timeJob Role:We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers.As a key member of our advisory business, you will play a vital role in helping clients achieve their financial goals by providing expert advice and guidance on financial planning, investments, and wealth management.Key Responsibilities:Provide personalized...
-
Junior Corporate Insolvency Administrator
5 months ago
Manchester, United Kingdom The Debt Advisor Full time**Job Description and Specification** **Job Title**: Junior Corporate Insolvency Administrator **Department**:The Debt Advisor / The Business Debt Advisor **Responsible to**: Head of Operations **Hours of work**: 35 hours per week This is a great opportunity to for someone to progress in the fascinating world of corporate and personal...
-
Customer Service Advisor
5 months ago
Manchester, United Kingdom Four Financial Full time**Customer Service Advisor (Office based experienced not required!)** **Full Time, Permanent** **Salary - £22,000** **Location - Central Manchester** A large, well-established organisation based in Manchester are seeking numerous Customer Service Advisors to join their team on a permanent basis, working within a large Financial Services department.This...
-
Customer Service Advisor
5 months ago
Manchester, United Kingdom Four Financial Full time**Customer Service Advisor **_(Office based, experienced not required!)_** **Full Time, Permanent** **Salary - £22,000** **Location - Central Manchester** A large, well-established organisation based in Manchester are seeking numerous Customer Service Advisors to join their team on a permanent basis, working within a large Financial Services department...
-
Customer Service Advisor
5 months ago
Manchester, United Kingdom Four Financial Full time**Customer Service Advisor **_(Office based, no experience required!)_** **Full Time, Permanent** **Salary - £22,000** **Location - Central Manchester** A large, well-established organisation based in Manchester are seeking numerous Customer Service Advisors to join their team on a permanent basis, working within a large Financial Services department and...
-
Financial Advisor
2 weeks ago
Oldham, Greater Manchester, United Kingdom Premier Jobs UK Limited Full time €60,000In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and...
-
Independent Financial Advisor
5 months ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full timeJob Summary: Seeking a skilled and experienced Chartered Financial Advisor to join an existing team. As a Financial Advisor, you will provide comprehensive financial planning services to clients, helping them achieve their financial goals and secure their financial future. Your expertise in financial services and planning will be crucial in guiding clients...
-
Junior Financial Advisor
5 months ago
Manchester, United Kingdom Walters People Full time**The Company** A highly regarded IFA firm based in the heart of Manchester offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish. **The Role** By shadowing their Senior Financial...
-
HR Advisor
6 months ago
Manchester, United Kingdom Four Financial Full time**Job title**: HR Advisor **Location**: Manchester City Centre **Salary**: £30k - £32k **Benefits**:Hybrid working, flex working, 30 days holiday + bank holiday, Birthday off, cipd support + many more I am working with a fantastic client who are located in Manchester City Centre who are looking for a HR Advisor to join their team. This is a vibrant,...
-
Customer Service Advisor
5 months ago
Manchester, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Manchester** **SALARY** **£21420 - £23000** **JOB TYPE** **Permanent** **REF** **ZC1803-0723(1)_1689151390** **Customer Service Specialist - Stockport** **£21,420 + monthly bonuses** _(salary increased after 1 & 2 years in the business)_ A true diamond in the market, this is a role with a real difference. **You will not find...
-
Financial Advisor
2 weeks ago
Manchester, United Kingdom Oasis Crescent Full timeExcellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term! The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice. Requirements Bachelor's degree in Finance,...
-
Financial Advisor
2 weeks ago
Manchester, United Kingdom Oasis Crescent Full timeExcellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term!The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.RequirementsBachelor's degree in Finance, Accounting,...
-
Financial Advisor
4 days ago
Manchester, United Kingdom Oasis Crescent Full timeJob Description Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term! The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice. Requirements Bachelor's...
-
Experienced Protection Advisor
5 months ago
Manchester, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Manchester** **SALARY** **£30000 - £30000** **JOB TYPE** **Permanent** **REF** **SR2311-29_1701269188** **Experienced Protection Advisor** **Manchester City Centre** **£30,000 + commission OTE £80,000** Platinum Recruitment Group are working with a fantastic brokerage who are office based (THIS ROLE IS NOT A CALL CENTRE) and are...
-
Debt Management Collections Agent
5 months ago
Manchester, United Kingdom The Debt Advisor Full time**Job Description and Specification** Job Title: Debt Management Collections Agent Department: The Debt Advisor Responsible to: Debt Management Team Leader Hours of work: 35 hours per week Main Purpose: To support the Debt Management Team Leader in ensuring that there is effective daily management of payment plans across our book of clients. The Debt...
-
Debt Management Administrator
5 months ago
Manchester, United Kingdom The Debt Advisor Full time**Job Description and Specification** Job Title: Debt Management Administrator Department: The Debt Advisor Responsible to: Debt Management Team Leader Hours of work: 35 hours per week Main Purpose: To support the Debt Management Team Leader in the onboarding of new customers. Ensuring that their case is accurately inputted to the system so that they...
-
Financial Advisor
2 weeks ago
manchester, United Kingdom deVere Acuma Full timeLaunch Your Career as a Financial Planning Trainee with deVere Group in Dubai Who We Are deVere Group is a globally recognised, independent financial institution, driven by an ambitious vision to lead the field in advice-led financial planning. Our Dubai Marina office is expanding, and we are looking for two motivated individuals to join our Financial...
-
Financial Advisor
5 days ago
Manchester, United Kingdom deVere Acuma Full timeJob Description Launch Your Career as a Financial Planning Trainee with deVere Group in Dubai Who We Are deVere Group is a globally recognised, independent financial institution, driven by an ambitious vision to lead the field in advice-led financial planning. Our Dubai Marina office is expanding, and we are looking for two motivated individuals to join...