Financial advisory occupations Work, Jobs in Altrincham, 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
3d
Experienced Administrator for an Independent Financial Adviser (IFA)
Brookfield Financial Planning —Altrincham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
14d
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
4d
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
Client Relationship Manager
Pension Pulse —Manchester
- £35,000 - £60,000 a year
- Full-time
- Sales
- Organisational skills
- Communication skills
- Life insurance
Quick apply
12d
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
- Financial services
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills
Client Experience and Support Administrator
Pension Pulse —Manchester
- £30,000 a year
- Full-time
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
12d
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
14d
Entry Level Administrator – Employee Benefits
Mattioli Woods —Manchester
- Full-time
- Microsoft Office
- Financial services
- Communication skills
13d
Investment Administrator
Quilter —Manchester
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Writing skills
3d
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
Senior Pensions Administrator
First Actuarial —Manchester
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Paraplanning
Equilibrium Financial Planning —Wilmslow
- Up to £45,000 a year
- Annual leave
- Work from home
10d

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Wealth Associate – Financial Planning

Swalemond Search
Manchester

Quick apply

Job details

Full-time
£27,000 - £34,000 a year
3 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

financial advisory occupations jobs in altrincham, gtm

Wealth Associate – Financial Planning

Experienced Administrator for an Independent Financial Adviser (IFA)

Senior Wealth Administrator

Paraplanner/Trainee IFA

Client Relationship Manager

Financial Planner

Client Administrator - Manchester

Client Experience and Support Administrator

Graduate Financial Planning Programme 2026

Entry Level Administrator – Employee Benefits

Investment Administrator

Client Support Administrator

Central Operations Administrator

Pensions Administrator

Paraplanner

IFA Administrator

Client Relationship Manager

Pensions Administrator

Senior Pensions Administrator

Paraplanning

I want to receive the latest job alerts for financial advisory occupations in altrincham, gtm

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