Financial planner Work, Jobs in Wilmslow, Eng (with Salaries)

Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
- Financial services
IFA Administrator / Paraplanner (IFA Firm)
Ernest Gordon Recruitment Limited —Manchester
- £45,000 - £55,000 a year
- Work from home
3d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
3d
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
11d
IFA Administrator (Exclusive to Taylor James)
Taylor James Professional Recruitment —Manchester
- £28,000 - £36,000 a year
2d
Senior Financial Planner
WTW —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme

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Client Manager

Equilibrium Financial Planning
Wilmslow

Apply Now

Job details

£32,000 - £50,000 a year

Benefits

Annual leave
Company pension

Qualifications

Certificate in Insurance

Full job description

Equilibrium is more than a Chartered Financial Planning company - were an award-winning, independent firm based in Handforth, Cheshire, with a clear purpose: making peoples lives better. Whether its our clients, our team, or our community, were committed to creating a positive impact in everything we do. Were also proud to manage over £1.3bn in assets on behalf of our clients.

Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. In return, we offer a supportive, engaging environment, fantastic benefits, and real opportunities for development. Were serious about what we do, but we dont take ourselves too seriously, and make time for fun along the way too!

We're not your typical financial planning firm, and this isn't your typical paraplanner role. We believe that every financial plan should be unique. Our goal is to provide our clients with a life plan that empowers them to live the life they want, look after those they love and leave a powerful legacy. Within the role, you will support our financial planners whilst having day-to-day responsibility for a bank of clients. You will also be expected to proactively manage and build relationships with clients.

To achieve this, our new Client Manager will:

Attend client meetings alongside the Financial Planner and create meeting minutes that accurately reflect the information gathered to fully document a client's financial needs and objectives
Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
Work alongside the Financial Planner following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
Carry out research and analyse products and services that are appropriate to each client's financial circumstances and discussing appropriate solutions with the Financial Planner
Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
Complete quarterly reviews of clients portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
Effectively use research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus
Be responsible for ensuring that recommendations are fully implemented in a timely manner
Maintain up-to-date knowledge of the industry, compliance and regulatory developments
Work in line with the requirements of the Consumer Duty legislation to achieve the best outcomes for our clients

Qualifications

Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification

At Equilibrium, we live our values through the following:

Integrity we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings
Growth we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally
Simplicity we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience
Excellence we will consistently work to high standards, showing great care and attention to detail in everything that we do

So why join us?

At Equilibrium, we work hard, support each other, and make time for fun along the way, with a strong focus on learning, growth, and development.

Were committed to helping our people succeed, offering funded study support, including materials, exam fees, and paid study leave.

We also offer a generous annual leave package and a comprehensive benefits package, including pension, death in service, and income protection.

Apply Now

Refine Your Search

financial planner jobs in wilmslow, eng

Client Manager

Financial Planner

IFA Administrator / Paraplanner (IFA Firm)

Paraplanner

Financial Planning Client Administrator

IFA Administrator (Exclusive to Taylor James)

Senior Financial Planner

Senior Client Manager

Paraplanner

Financial Adviser (Warrington)

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