Financial services 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
Accounts Associate
ClearCourse —Manchester
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Analysis skills
- AI
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
13d
Customer Service Advisor
PayStream Accounting Services —Altrincham
- £30,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Salesforce
- Computer skills
- Work from home
Quick apply
Accounts Payable Specialist
Manchester Airport —Manchester
- Full-time
- Hybrid work
- Free parking
- Employee discount
Assistant Management Accountant
The Fragrance Shop —Manchester
- Communication skills
- Free parking
- Work from home
Lloyds Banking Group Customer Support - Walkden
Lloyds Banking Group —Manchester
- £18,340 - £26,200 a year
- Part-time
- Banking
3d
Customer Services Support (SIPP/SSAS)
XPS Pensions Group —Manchester
- Full-time
- Communication skills
- Time management
- Employee discount
- Referral programme
13d
Finance Assistant
Dean Street Management —Manchester
- £25,420 - £30,000 a year
- Full-time
- Computer literacy
- Hotel
- Maths
Quick apply
4d
Lloyds Banking Group Customer Support - Manchester
Lloyds Banking Group —Manchester
- £18,340 - £26,200 a year
- Part-time
- Banking
3d
Audit & Accounts Trainee
Champion Accountants —Manchester
- Full-time
- Computer literacy
- Analysis skills
- Accounting
Quick apply
12d
Senior Financial Crime Analyst
Together —Cheadle
- Full-time
- Communication skills
Quick apply
IBA Accounts Assistant - 6 month FTC (remote or Manchester based)
Acrisure —Manchester
- Full-time
- Remote
Finance Assistant
Club L London —Manchester
- Microsoft Excel
- Communication skills
- Annual leave
- Employee discount
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
Graduate Finance Assistant
Franke —Manchester
- Hybrid work
- Bachelor's degree
6d
Trainee Accounts Assistant Toyota
RRG Group —Stockport
- From £26,436.80 a year
- Full-time
- Microsoft Word
- Analysis skills
- Data entry
- Employee discount
- Referral programme
Quick apply
10d
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
7d
Bookkeeper (12-Month Fixed-Term Contract with Potential for Permanent Employment)
Del Vigna Dobson Limited —Manchester
- £23,600 - £25,350 a year
- Part-time
- No experience needed
- English
- Organisational skills
- Employee assistance programme
- Referral programme
Quick apply
Associate Finance Business Partner
Manchester Airport —Manchester
- Analysis skills
- Communication skills
- Employee discount
Accounts Assistant
Trend & Style Limited —Salford
- £25,420 - £35,000 a year
- Full-time
- Continuous improvement
- QuickBooks
- Data entry
Quick apply

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financial services 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 services jobs in manchester, eng

Wealth Associate – Financial Planning

Accounts Associate

Customer Service Advisor

Accounts Payable Specialist

Assistant Management Accountant

Lloyds Banking Group Customer Support - Walkden

Customer Services Support (SIPP/SSAS)

Finance Assistant

Lloyds Banking Group Customer Support - Manchester

Audit & Accounts Trainee

Senior Financial Crime Analyst

IBA Accounts Assistant - 6 month FTC (remote or Manchester based)

Finance Assistant

Trainee Mortgage Adviser

Graduate Finance Assistant

Trainee Accounts Assistant Toyota

Administrator (Financial Services)

Bookkeeper (12-Month Fixed-Term Contract with Potential for Permanent Employment)

Associate Finance Business Partner

Accounts Assistant

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