Financial Planner – Manchester

Davies Group; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Manchester is seeking an experienced Financial Planner to join their dynamic team. This role offers an opportunity to manage and build a significant client portfolio, delivering tailored financial solutions. Ideal candidates will have at least 2 years of experience in a similar role and possess a Level Four qualification through an accredited body. Join this forward-thinking team and help shape clients' financial futures while advancing your career.

Qualifications

• At least 2+ years of experience, demonstrated by building a client portfolio valued at £5m+.
• Proven success in attracting new clients through effective business development strategies.
• Possession of a valid Statement of Professional Standing.

Responsibilities

• Build and manage a thriving client portfolio.
• Deliver tailored financial solutions to clients.
• Communicate complex financial information clearly.

Skills

Client portfolio management

Business development

Communication of financial information

Proactive and self-motivated

Education

Level Four qualification through CII or CISI

Relevant degree in finance or related disciplines

Job description

Are you a dedicated financial professional ready to make a meaningful impact? We are seeking an experienced and driven Financial Planner to join a dynamic team in Manchester. This is a fantastic opportunity to leverage your expertise in building a thriving client portfolio while delivering tailored financial solutions that truly make a difference. If you’re passionate about guiding clients toward their financial goals and thrive in a fast‑paced environment, this role is perfect for you.

What You’ll Need:

• At least 2+ years of experience, demonstrated by building a client portfolio valued at £5m+.
• Proven success in attracting new clients through effective business development strategies.
• Hold a minimum of Level Four qualification through an accredited body such as the CII or CISI.
• Possession of a valid Statement of Professional Standing.
• Strong ability to communicate complex financial information in a clear, straightforward manner.
• Capable of working independently with a proactive, self‑motivated approach, while also collaborating effectively with colleagues.
• Proven track record of producing high‑quality, timely outputs that balance a client‑focused approach with commercial objectives.

Nice to Have:

• Additional certifications or experience in specialized financial planning areas.
• Knowledge of the local Manchester market and client demographics.

Preferred Education and Experience:

• A relevant degree or professional qualification in finance or related disciplines.
• Minimum of 2 years’ experience within a similar financial planning role.

Other Requirements:

• Ability to work autonomously and maintain high standards of professionalism.
• Commitment to ongoing professional development.

Take the next step in your career today—join us in shaping the financial futures of our clients while advancing your professional journey in Manchester. Apply now and be part of a forward‑thinking team dedicated to excellence!