Personal Financial Planner

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

Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money‑minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial planner candidate has a passion for developing long‑term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Qualifications

• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Up‑to‑date FINRA Series 7 & 63/66 documents are a bonus
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

Compensation

$120,555

About New York Life - New Hampshire

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long‑term success of clients.At New York Life, you’re in control of your career journey. Training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.