- Assisting Senior Advisors in conducting client meetings to gather financial information, assess goals, and provide personalised recommendations
- Preparing financial analyses, including cash flow projections, retirement planning, and investment portfolio reviews
- Researching investment opportunities and assisting in developing investment strategies tailored to clients needs and risk profiles
- Supporting the preparation of financial plans and presentations for client meetings
- Responding to client inquiries and provide ongoing support to address their financial needs and concerns
- Staying informed about market trends, economic developments, and regulatory changes that may impact clients financial plans
- Collaborating with other team members to ensure a seamless client experience and adherence to compliance standards
- Participating in training and professional development opportunities to expand knowledge and skills in the financial advisory field
- You should have worked in Financial Services and have ambitions to become a Financial Advisor
- You should hold your full Diploma in Financial Planning (or equivalent)
- You should be proactive to network and generate clients
- Minimum 6-12 months experience
-
Financial Advisor
2 weeks ago
Fram Search Manchester, United KingdomHybrid working · - Independent financial planning firm · - Predominantly female clients · Fram are working with an independent financial planning firm with an office in Manchester. Due to a member of the team retiring, our client is looking for a financial advisor to take over a ...
-
Financial Advisor
2 weeks ago
Integrity Resource Solutions Manchester, United Kingdom**Financial Advisor (Non Diploma)** · **Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote** · **Locations: Manchester** · **The Company** · A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role invo ...
-
Financial Advisor
2 weeks ago
Ortus PSR Manchester, United Kingdom**This is a senior level opportunity for an experienced and personable Financial Advisor to join a leading UK IFA Practice in their Manchester office (Hybrid working).** · **They are an entrepreneurial firm with an international reach who have put in place strategic growth plans ...
-
Financial Advisor
1 week ago
Vision-FS Recruitment Manchester, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£75,000 - £100,000 | Un-Capped Bonus** · **Manchester**|**Surrounding Area's** · **Level 4 Diploma | CF30 Financial Advisor** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice bu ...
-
Financial Advisor
1 week ago
Vision-FS Recruitment Manchester, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£50,000 - £85,000 | Un-Capped Bonus** · **Client Book Provided** · **Manchester| Surrounding area** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are growing its ...
-
Financial Advisor Employed
2 weeks ago
Aspire Executive Search Manchester, United Kingdom**Financial Planner Basic up £70,000, Manchester Bonus and outstanding Bonus and Benefits** · Are you an experienced Financial Advisor seeking a more supported role? · Are you more motivated by Clients than by targets, then I'd love to hear from you. · This is a fantastic opportu ...
-
Independent Financial Advisor
1 week ago
Jane Deane Recruitment Limited Manchester, United KingdomJob Summary: · Seeking a skilled and experienced Chartered Financial Advisor to join an existing team. As a Financial Advisor, you will provide comprehensive financial planning services to clients, helping them achieve their financial goals and secure their financial future. Your ...
-
Independent Financial Advisor
3 weeks ago
Shearwater Recruitment Isle of Man, United Kingdom**Description** · Our client is seeking an experienced and client-focused Independent Financial Advisor to join their team. · As an Independent Financial Advisor, you will play a pivotal role in providing personalized financial guidance to their clients. Your expertise in financi ...
-
Independent Financial Advisor
1 week ago
Independent Resourcing Consultancy Manchester, United Kingdom**Independent Financial Advisor**: · - Job Reference: · - Date Posted: 20 June 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Bury, Manchester · - Remote Working: Some remote working possible · - Salary: On Application · - Bonus/Benefits: Negotiable DOE · - ...
-
Independent Financial Advisor
1 week ago
Independent Resourcing Consultancy Manchester, United Kingdom**Independent Financial Advisor**: · - Job Reference: · - Date Posted: 20 June 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Rochdale, Manchester · - Remote Working: Some remote working possible · - Salary: On Application · - Bonus/Benefits: Negotiable DOE ...
-
Trainee Financial Advisor
2 weeks ago
Cullen Brooke Manchester, United KingdomOur client is a successful, award-winning financial planning firm in Manchester has a newly created vacancy for an Trainee Financial Advisor to join this established team. Offering expert financial advice to their client base, helping them plan for their best financial future. · ...
-
Independent Financial Advisor
2 weeks ago
Search Consultancy Manchester, United KingdomIndependent Financial Advisor · Manchester · Up to £100,000 plus commission, excellent benefits, paraplanning and admin support · This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic, whole of the market, financial advice to privat ...
-
Personal Financial Advisor
1 week ago
Fortis Insolvency Manchester, United Kingdom_**Overview of Fortis Insolvency**_ · Fortis Insolvency are an Insolvency Practitioners based in Denton, Manchester covering both Personal and Corporate Insolvency. · Fortis Insolvency care about their staff and clients and this really makes us stand out · As well having a great ...
-
Financial Sales Advisor
1 week ago
CCA Recruitment Manchester, United Kingdom**Sales Executive/Agent - Manchester City Centre** · **Starting salary of £26.5K - £28K + uncapped commission up to £80K** · **A minimum of 18 months outbound sales experience required** · **Role**:Sales Executive · **Location**:Manchester City Centre (Hybrid working option after ...
-
Trainee Financial Advisor
3 weeks ago
IIM Limited Isle Of Man, United KingdomIFA practice based in Douglas with clients located within the IOM and UK is looking to bolster its team with an IOM resident trainee financial adviser. · Ideally you will be educated to graduate level and either looking to start your career or considering your next career step. · ...
-
Independent Financial Advisor
1 week ago
Idex Manchester, United KingdomMy client is a leading national IFA firm and they are looking to appoint an Independent Financial Advisor to join their firm in South Manchester / Cheshire. · The business are keen to appoint an experienced and technically proficient Independent Financial Adviser, to provide whol ...
-
Strategic Financial Advisor
8 hours ago
Greater Manchester Police Manchester, United Kingdom**Number of Posts** · 1 · **Advertised** · INTERNAL AND EXTERNAL APPLICANTS · **Branch/Division** · Finance Branch · **Location** · Force Headquarters - Central Park Complex · **Grade** · Grade L · **Rank** · Not applicable · **Leadership Level** · Senior Leader · **Contract Type ...
-
Personal Financial Advisor
5 days ago
Fortis Insolvency Manchester, United Kingdom**Who are Fortis Insolvency?** · Fortis Insolvency are an Insolvency Practitioners based in Denton, Manchester covering both Personal and Corporate Insolvency. · Fortis Insolvency care about their staff and clients and this really makes us stand out · As well having a great worki ...
-
Trainee Financial Advisor
1 week ago
Taylor James Professional Recruitment LTD Manchester, United Kingdom**Are you an experienced Paraplanner looking to make the move into Financial Planning?** · If so, look no further We are partnered with an award winning firm of financial planners who as a result of continued business growth are looking to expand their financial planning team. · ...
-
Trainee Personal Financial Advisor
3 weeks ago
Fortis Insolvency Manchester, United KingdomFortis Insolvency are looking to expand their team of Personal Financial Advisors and we are now looking for several Trainees interested in joining the Financial Solutions profession. · Fortis are looking for hungry professionals, who are looking for a career in a thriving indust ...
Junior Financial Advisor - Manchester, United Kingdom - Walters People
Description
Junior Financial Advisor (Must be Qualified)
Salary £26'000 - £32'000 per annum
Vibrant Manchester city centre offices
Monday to Friday working hours
Junior Financial Advisor
Salary £26'000 - £32'000 per annum
Vibrant Manchester city centre offices
Monday to Friday working hours
The Company:
A highly regarded IFA firm based in the heart of Manchester offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.
Key Words:
FA, Financial Advisor, Financial Planner, Junior FA, Trainee FA, DipFA, CISI, chartered institute for securities & investment, investment
Junior Financial Advisor
Salary £26'000 - £32'000 per annum
Vibrant Manchester city centre offices
Monday to Friday working hours
The Role:
By shadowing their Senior Financial Advisers you will have firsthand knowledge of how to operate effectively as an Adviser. The timescale of progression from Junior Financial Advisor to Financial Adviser is dependent on how quickly you can build a client bank to justify the transition to full-time Financial Adviser. Once transitioned to full Adviser, the business would continue to support you through feeding you acquired clients to service, providing back office support and continued mentoring.
The Responsibilities:
The Requirements:
If you're interested apply online today
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates