They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers.
Up to 25,000
With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development.
Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
General
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.
Effective ongoing service to help minimise attrition, and to deliver new instructions and
The Role
To build new client relationships and maintain and develop existing client relationships through.
Posted by Robinson Financial Careers • £25K/yr to £35K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Manchester.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits
Our client is offering an exceptional package of company benefits (listed below)
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.