Financial planning associate manchester Work, Jobs in Bolton (with Salaries)

Wealth Associate – Financial Planning
Swalemond Search —Manchester
- £27,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
Talent Acquisition Associate (12 month FTC, Manchester)
Fitch Group —Manchester
- Communication skills
Financial Planning Associate - Manchester
Atomos —Sale
- Hybrid work
- CRM software
- Organisational skills
- AI
Senior Associate - Corporate Finance (Technology M&A)
Houlihan Lokey —Manchester
- Full-time
- Microsoft Powerpoint
- English
- Analysis skills
Associate Director – Cost & Commercial Management / Quantity Surveying (PMCM Buildings Manchester)
WSP —Manchester
- Part-time
- Hybrid work
- Management
- Analysis skills
- Mentoring
- Flexitime
- Work from home
Business Support Officer
NHS England —Manchester
- £32,073 - £39,043 a year
- Full-time
- Project management
- Travel
- Recruiting
- Annual leave
11d
Senior Marketing Associate, Web Analytics - Manchester
Fitch Group —Manchester
- Analysis skills
- AI
- Analytics
Paid Search Junior Partner
Open Partners —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Budgeting
- Analytics
Quick apply
Product Guide (Sales Associate) – Seasonal Part-Time (m/f/d) – Manchester
Arc'teryx —Manchester
- Part-time
- English
- Employee discount
Associate, Investment Sales & Acquisitions
JAA-Jones Lang LaSalle Limited —Manchester
- Full-time
- Hotel
- Business development
- Presentation skills
Quick apply
Compensation Assistant Manager (12 month FTC)
KPMG —Manchester
- Full-time
- SQL
- Project management
- Continuous improvement
- Flexible schedule
4d
Associate Director – CDM Services
TFT Consultants —Manchester
- Full-time
- Hybrid work
- Management
- Business development
- Communication skills
Residential Development Associate
Gateley —Manchester
- Annual leave
- Employee assistance programme
Principal / Associate Spatial Planner
AtkinsRéalis —Manchester
- Full-time
- Hybrid work
- Business development
13d
Dean of Student Experience
UK MANAGEMENT COLLEGE —Manchester
- Management
- University
- Leadership
Quick apply
Associate Project Manager
Turner & Townsend —Manchester
- Full-time
- Management
- Engineering
- Business development
Quick apply
Associate Director - Project Controls - Energy & Natural Resources
Turner & Townsend —Manchester
- Full-time
- Remote
- Microsoft Office
- Business development
- Project management
Quick apply
General Manager - 11-Month FTC
Restaurant Associates —Manchester
- Up to £45,000 a year
- Full-time
- Training & development
- Leadership
- Restaurant
- Annual leave
- Employee discount
13d
Associate Infrastructure Engineer
Buro Happold —Manchester
- Hybrid work
- Civil engineering
- Travel
- Mentoring
- Employee discount
Service Reliability Engineer - Manchester
Fitch Group —Manchester
- DevOps
- AWS
- Mentoring
13d

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financial planning associate manchester jobs near bolton

Wealth Associate – Financial Planning

Swalemond Search
Manchester

Quick apply

Job details

Full-time
£27,000 - £34,000 a year

Benefits

Company events

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial planning
Report writing
Microsoft Outlook
Report generation
Client engagement
Stakeholder liaison
Salesforce
Administrative support experience
Microsoft Office Suite
Technical support
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

Wealth Associate – Financial Planning

Manchester City Centre

Launch your career in Wealth Management with one of the UK's leading financial planning businesses.

Our client is a successful Partner Practice of one of the UK's most respected wealth management organisations. Due to continued growth, they are looking to appoint a Wealth Associate to join their high-performing team in Manchester.

This is an outstanding opportunity for a recent graduate or an ambitious individual looking to build a long-term career within financial planning. You'll work alongside experienced Financial Advisers, gain exposure to high-net-worth clients, and receive ongoing training and development within a professional, supportive environment.

The Opportunity

As a Wealth Associate, you'll play a key role in ensuring clients receive an exceptional service from start to finish. Working closely with Advisers, you'll provide both technical and administrative support while developing your knowledge of financial planning and wealth management.

This role offers genuine career progression and is ideal for someone who is organised, personable and eager to establish themselves within the financial services industry.

Key Responsibilities

Provide high-quality administrative and technical support to Financial Advisers.
Take ownership of client servicing, including client communication, meeting preparation and post-meeting follow-up.
Prepare and maintain accurate client files, ensuring all compliance and identification documentation is complete.
Update client records using Salesforce CRM.
Process new business applications accurately and maintain management information.
Liaise with product providers, advisers, clients and third parties to ensure cases progress efficiently.
Handle incoming client enquiries professionally via telephone and email.
Produce client reports, illustrations and templated correspondence.
Run reports and collate key financial planning information.

About You

We're looking for someone with a positive attitude, excellent attention to detail and a genuine interest in building a career within wealth management.

You'll ideally have:

Strong academic credentials (graduates and high-achieving school leavers are encouraged to apply).
Previous experience within an office-based administrative or customer support role (financial services experience is advantageous but not essential).
Excellent written and verbal communication skills.
Strong organisational skills with the ability to manage multiple priorities.
Confidence communicating with clients and building professional relationships.
Experience using Microsoft Office (Word, Excel, Outlook and PowerPoint).
Experience using Salesforce or another CRM system would be beneficial.
The ability to commute to Manchester city centre on a full-time basis.

What's on Offer?

Competitive starting salary.
Performance-related bonus potential.
Comprehensive training and ongoing professional development.
Clear long-term career progression within financial planning.
Modern Manchester city centre offices.
Regular company incentives and team events.
A collaborative office environment that supports hands-on learning and mentoring, with flexibility available where appropriate.
Excellent benefits package.

Pay: £27,000.00-£34,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial planning associate manchester jobs in bolton

Wealth Associate – Financial Planning

Talent Acquisition Associate (12 month FTC, Manchester)

Financial Planning Associate - Manchester

Senior Associate - Corporate Finance (Technology M&A)

Associate Director – Cost & Commercial Management / Quantity Surveying (PMCM Buildings Manchester)

Business Support Officer

Senior Marketing Associate, Web Analytics - Manchester

Paid Search Junior Partner

Product Guide (Sales Associate) – Seasonal Part-Time (m/f/d) – Manchester

Associate, Investment Sales & Acquisitions

Compensation Assistant Manager (12 month FTC)

Associate Director – CDM Services

Residential Development Associate

Principal / Associate Spatial Planner

Dean of Student Experience

Associate Project Manager

Associate Director - Project Controls - Energy & Natural Resources

General Manager - 11-Month FTC

Associate Infrastructure Engineer

Service Reliability Engineer - Manchester

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