Wealth planning 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
8d
Personal Wealth Adviser
Lloyds Wealth —Manchester
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Paraplanner/Trainee IFA
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
Senior Wealth Administrator
RGH‑Global Limited —Altrincham
- £28,000 - £34,000 a year
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
9d
Executive Assistant - Europe & International
Dechra Pharmaceuticals PLC —Northwich
- Microsoft Outlook
- Administrative experience
- Continuous improvement
- Employee assistance programme
3d
CLO Compliance Services Analyst
S&P Global —Manchester
- Hybrid work
- Master's degree
- Analysis skills
- Bachelor's degree
- Annual leave
- Employee discount
3d
Senior Vice President, Wealth Services Operations Strategy
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
- Continuous improvement
- No degree
Hybrid BA-Project Delivery
Kaleida —Manchester
- Analysis skills
- Travel
- Conflict management
- Free parking
- Annual leave
Value Creation Manager
BPP Holdings —Manchester
- Hybrid work
- Analysis skills
- Presentation skills
- AI
- Annual leave
- Employee discount
1d
High Net Worth Underwriter - Part Time
Together —Cheadle
- Full-time
Quick apply
Head of Transformation
BPP Holdings —Manchester
- Hybrid work
- Continuous improvement
- Mentoring
- Recruiting
- Annual leave
- Employee discount
1d
Financial Planner
Evelyn Partners —Manchester
- Full-time
- Hybrid work
- Business development
- Communication skills
Quick apply
9d
Client Services Manager
Wren Sterling —Wilmslow
- £45,000 - £52,000 a year
- CRM software
- Project management
- Continuous improvement
Quick apply
5d
Director, Wealth Manager
Royal Bank of Canada —Manchester
- Full-time
- Business development
- Team management
- Financial services
1d
Business Development Manager - Regional Sales
Nationwide Platforms —Blackburn
- Microsoft Powerpoint
- Microsoft Word
- CRM software
SIPP Governance & Risk Oversight Executive (12 month FTC)
TrinityBridge —Northwich
- Analytics
10d
Transport Planner (Project Officer)
Kirklees Council —Huddersfield
- Full-time
Statutory Agreements (Planning & Environmental) Manager
Trowers & Hamlins —Manchester
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Planning Enforcement Officer
Kirklees Council —Kirklees
- Full-time
Support Worker (Complex Care & Positive Behaviour Support)
Salford Council —Salford
- £29,540 - £31,537 a year
- Communication skills
2d

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wealth planning jobs near manchester, eng

Wealth Associate – Financial Planning

Swalemond Search
Manchester

Quick apply

Job details

Full-time
£27,000 - £34,000 a year
8 days ago

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

wealth planning jobs in manchester, eng

Wealth Associate – Financial Planning

Personal Wealth Adviser

Paraplanner/Trainee IFA

Senior Wealth Administrator

Executive Assistant - Europe & International

CLO Compliance Services Analyst

Senior Vice President, Wealth Services Operations Strategy

Hybrid BA-Project Delivery

Value Creation Manager

High Net Worth Underwriter - Part Time

Head of Transformation

Financial Planner

Client Services Manager

Director, Wealth Manager

Business Development Manager - Regional Sales

SIPP Governance & Risk Oversight Executive (12 month FTC)

Transport Planner (Project Officer)

Statutory Agreements (Planning & Environmental) Manager

Planning Enforcement Officer

Support Worker (Complex Care & Positive Behaviour Support)

I want to receive the latest job alerts for wealth planning in manchester, eng

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