Financial adviser Work, Jobs in Manchester, Eng (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
Customer Services Support (SIPP/SSAS)
XPS Pensions Group —Manchester
- Full-time
- Communication skills
- Time management
- Employee discount
- Referral programme
12d
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
6d
Chief of Staff to NED
Together —Cheadle
- Full-time
- Travel
- Organisational skills
- Communication skills
Quick apply
In-House Recruiter (9-month FTC)
AJ Bell —Manchester
- Hybrid work
- Communication skills
- Employee assistance programme
- Gym membership
Quick apply
6d
Paralegal in Clinical Negligence
Pearson Solicitors and Financial Advisers —Manchester
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
11d
Trainee Financial Adviser
Mattioli Woods —Stockport
- Travel
13d
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
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
New Business Data & Analytics Intern - 12 month FTC
Mills & Reeve —Manchester
- Microsoft Office
- Business development
- Analysis skills
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
HR Advisor
ABM UK —Manchester Airport
- Microsoft Powerpoint
- Microsoft Word
- English
- Employee discount
Quick apply
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- CRM software
- Financial services
- AI
Business Development Manager (Field Sales)
Clear Business —Manchester
- Up to £40,000 a year
- Full-time
- Business development
- Time management
- Employee discount
Quick apply
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
12d
Business Processing Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
2d
Complaints Coordinator
AJ Bell —Manchester
- From £28,840 a year
- Full-time
- Hybrid work
- Financial services
- Employee assistance programme
- Gym membership
Quick apply
11d
VAT Compliance Administrative Assistant
RSM UK —Manchester
- Full-time
- Hybrid work
- Communication skills
11d

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financial adviser jobs near manchester, eng

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 manchester, eng

Wealth Associate – Financial Planning

Trainee Mortgage Adviser

Customer Services Support (SIPP/SSAS)

Administrator (Financial Services)

Chief of Staff to NED

In-House Recruiter (9-month FTC)

Paralegal in Clinical Negligence

Trainee Financial Adviser

Paralegal

Investment Administrator

Financial Planner

New Business Data & Analytics Intern - 12 month FTC

Executive Personal Assistant to the Managing Director (i5 Group)

HR Advisor

Client Administrator - Manchester

Business Development Manager (Field Sales)

CASS Analyst

Business Processing Administrator

Complaints Coordinator

VAT Compliance Administrative Assistant

I want to receive the latest job alerts for financial adviser in manchester, eng

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