Financial adviser Work, Jobs in Burnage, Gtm (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
Chief of Staff to NED
Together —Cheadle
- Full-time
- Travel
- Organisational skills
- Communication skills
Quick apply
Trainee Mortgage Adviser
The New Homes Group —Stockport
- £25,000 - £50,000 a year
- Full-time
- Remote
- Computer skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Accounting
- Organisational skills
- Health & wellbeing programme
- Annual leave
Quick apply
9d
Trainee Financial Adviser
Mattioli Woods —Stockport
- Travel
E Store Sales Assistant
Superdrug —Denton
- £9.75 - £13.00 an hour
- Customer service
- Communication skills
- Store discount
- Employee discount
2d
High Net Worth Underwriter - Part Time
Together —Cheadle
- Full-time
Quick apply
Customer Services Support (SIPP/SSAS)
XPS Pensions Group —Manchester
- Full-time
- Communication skills
- Time management
- Employee discount
- Referral programme
Business Development Manager (Field Sales)
Clear Business —Manchester
- Up to £40,000 a year
- Full-time
- Business development
- Time management
- Employee discount
Quick apply
Dealing Services Agent
AJ Bell —Manchester
- From £28,100 a year
- Full-time
- Hybrid work
- Microsoft Word
- Financial services
- Communication skills
- Employee assistance programme
- Gym membership
Quick apply
Customer Services Administrator
AJ Bell —Manchester
- From £25,400 a year
- Full-time
- Hybrid work
- Maths
- Computer skills
- Financial services
- Employee assistance programme
- Gym membership
Quick apply
High Net Worth Underwriter
Together —Cheadle
- Full-time
Quick apply
Personal Wealth Adviser
Lloyds Wealth —Manchester
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Paralegal
TLT —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- No degree
HR Advisor
ABM UK —Manchester Airport
- Microsoft Powerpoint
- Microsoft Word
- English
- Employee discount
Quick apply
Paralegal in Clinical Negligence
Pearson Solicitors and Financial Advisers —Manchester
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
14d
In-House Recruiter (9-month FTC)
AJ Bell —Manchester
- Hybrid work
- Communication skills
- Employee assistance programme
- Gym membership
Quick apply
8d
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
Hybrid Experianced Mortgage Administrator/PA
Mondo Mortgages —Cheadle Heath
- £13.50 - £14.50 an hour
- Part-time
- Hybrid work
- CRM software
- Travel
- Financial services
Quick apply

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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 burnage, gtm

Wealth Associate – Financial Planning

Chief of Staff to NED

Trainee Mortgage Adviser

Administrator (Financial Services)

Trainee Financial Adviser

E Store Sales Assistant

High Net Worth Underwriter - Part Time

Customer Services Support (SIPP/SSAS)

Business Development Manager (Field Sales)

Dealing Services Agent

Customer Services Administrator

High Net Worth Underwriter

Personal Wealth Adviser

Paralegal

HR Advisor

Paralegal in Clinical Negligence

In-House Recruiter (9-month FTC)

Executive Personal Assistant to the Managing Director (i5 Group)

Financial Planner

Hybrid Experianced Mortgage Administrator/PA

I want to receive the latest job alerts for financial adviser in burnage, gtm

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