Associate Financial Planner

IDEX Consulting Ltd; Manchester; On-site; GBP 80,000 - 100,000; Full time

Job summary

A growing financial planning business in Manchester is looking for a Trainee/Associate Financial Planner. The role involves providing exceptional wealth management advice across pensions, investments, tax planning, and more. You will work with a supportive team while servicing existing clients and seeking new opportunities. Ideal candidates will have experience in financial advice and the ability to develop in tandem with the business's growth. Chartered status is preferred, but not mandatory. Apply to join this ambitious team.

Qualifications

• Experience providing financial advice to clients.
• Ability to work with high net worth individuals.
• Experience in team settings to improve outcomes.

Responsibilities

• Provide first-class advice on wealth management.
• Work with paraplanning and administration teams.
• Retain and service an existing client book.
• Look for new business opportunities.
• Encourage changes to enhance client service.

Skills

Financial planning expertise

Client relationship management

Wealth management knowledge

Technical financial advice

Team collaboration

Education

Chartered status (ideally)

Job 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.

• 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

Financial Planner • Manchester, Lancashire, UK