Entry-Level Financial Planner: Shape Futures with Planning

WizeHire, Inc; Manchester; On-site; GBP 76,000 - 91,000; Full time

Job summary

A leading financial services firm in Manchester is seeking an entry-level financial planner. The successful candidate will offer strategic product and investment recommendations, identify new clients, and build long-term relationships. Strong communication and math skills are essential, alongside a Bachelor’s degree in finance or a related field. The role offers a competitive salary and numerous opportunities for development and success within the financial industry.

Qualifications

• Basic knowledge of relevant computer programs.
• Strong communication and math skills.
• Proven track record of building client relationships.

Responsibilities

• Make strategic investment recommendations to clients.
• Identify and secure new clients.
• Gather and assess client's financial information.

Skills

Communication skills

Mathematical skills

Client relationship building

Analytical skills

Education

Bachelor’s degree in Business Administration or Finance

Tools

Microsoft Office

Financial planning software

CRM systems

Google Suite

Job description

A leading financial services firm in Manchester is seeking an entry-level financial planner. The successful candidate will offer strategic product and investment recommendations, identify new clients, and build long-term relationships. Strong communication and math skills are essential, alongside a Bachelor’s degree in finance or a related field. The role offers a competitive salary and numerous opportunities for development and success within the financial industry.