Financial adviser Work, Jobs in Burnley, Lan (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
Trainee Mortgage Adviser
The New Homes Group —Manchester
- £25,000 - £50,000 a year
- Full-time
- Remote
- Computer skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Project and Change Coordinator
PM+M —Blackburn
- Overtime
- Hybrid work
- Free parking
- Annual leave
Quick apply
Paralegal in Clinical Negligence
Pearson Solicitors and Financial Advisers —Manchester
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
11d
Customer Services Support (SIPP/SSAS)
XPS Pensions Group —Manchester
- Full-time
- Communication skills
- Time management
- Employee discount
- Referral programme
12d
Paralegal
TLT —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- No degree
Investment Administrator
Quilter —Manchester
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Writing skills
Customer Adviser - Bereavements
Skipton Building Society —Skipton
- £26,000 a year
- Full-time
- Organisational skills
- Annual leave
4d
Executive Support Officer
City of Bradford Metropolitan District Council —Bradford
- £34,434 - £36,363 a year
- Communication skills
- Analytics
12d
Executive Personal Assistant to the Managing Director (i5 Group)
i5 SOLUTIONS GLOBAL HOLDINGS UK LIMITED —Manchester
- £27,000 - £30,000 a year
- Full-time
- Google Suite
- Microsoft Outlook
- Research
- Flexitime
- Gym membership
Quick apply
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
Executive Director of Resources
Oldham Council —Oldham
- £150,000 a year
- Call to connect
- Human resources
- Leadership
- Annual leave
- Employee discount
9d
In-House Recruiter (9-month FTC)
AJ Bell —Manchester
- Hybrid work
- Communication skills
- Employee assistance programme
- Gym membership
Quick apply
5d
CASS Analyst
AJ Bell —Manchester
- From £35,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Analysis skills
- Bachelor's degree
- Employee assistance programme
- Gym membership
Quick apply
11d
Paraplanner
Skipton Building Society —Skipton
- £39,000 a year
- Full-time
- Analysis skills
- Continuous improvement
- Annual leave
11d
Finance Assistant
Healthy Investment —Bury
- £26,000 - £28,000 a year
- Full-time
- Microsoft Excel
- In-person
- Free parking
- Life insurance
Quick apply
Senior Marketing Manager
Spliit LTD —Manchester
- £75,000 - £90,000 a year
- Full-time
- Hybrid work
- Travel
- Financial services
- AI
Quick apply
Technology Risk Audit Trainee
Menzies LLP —Manchester
- Hybrid work
- Communication skills
- Employee assistance programme
5d
New Business Data & Analytics Intern - 12 month FTC
Mills & Reeve —Manchester
- Microsoft Office
- Business development
- Analysis skills
VAT Compliance Administrative Assistant
RSM UK —Manchester
- Full-time
- Hybrid work
- Communication skills
11d

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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 adviser jobs in burnley, lan

Wealth Associate – Financial Planning

Trainee Mortgage Adviser

Project and Change Coordinator

Paralegal in Clinical Negligence

Customer Services Support (SIPP/SSAS)

Paralegal

Investment Administrator

Customer Adviser - Bereavements

Executive Support Officer

Executive Personal Assistant to the Managing Director (i5 Group)

Financial Planner

Executive Director of Resources

In-House Recruiter (9-month FTC)

CASS Analyst

Paraplanner

Finance Assistant

Senior Marketing Manager

Technology Risk Audit Trainee

New Business Data & Analytics Intern - 12 month FTC

VAT Compliance Administrative Assistant

I want to receive the latest job alerts for financial adviser in burnley, lan

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