Associate Financial Planner – Growth Path & High‑Impact Advice

IDEX Consulting; Manchester; On-site; GBP 45,000 - 50,000; Full time

Job summary

A 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 and grow with the business. The company offers a competitive salary, bonus opportunities, and various benefits including generous holiday time.

Benefits

Basic salary range £45k to £50k

No threshold bonus scheme

25 days holiday + 8 days bank holiday

Company pension contribution

Flexible medical package

Qualifications

• Experience in financial advice and technical aspects.
• Experience dealing with clients face to face and online.
• Experience working with high net worth clients.
• Experience servicing and retaining a large book of clients.

Responsibilities

• Provide 1st class advice on wealth management.
• Deliver timely reports with paraplanning and administration team.
• Service and retain existing clients while pursuing new business.
• Collaborate to improve client service offerings.

Skills

Strong financial advice skills

Eye for detail and accuracy

Good team skills

Excellent verbal and written communication skills

Monitoring, evaluating and reporting

Ability to critique existing processes

Education

Chartered qualification (ideally)

Job description

A 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 and grow with the business. The company offers a competitive salary, bonus opportunities, and various benefits including generous holiday time.