Banking consultant Work, Jobs in Cheadle Hulme, Gtm (with Salaries)

Financial Advisory Manager
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- Health & wellbeing programme
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Financial Advisory Manager

Evelyn Partners -
Manchester

Quick apply

Job details

Full-time
From £8,500 a month

Benefits

Profit sharing
Health & wellbeing programme
Housing allowance
Relocation assistance
Private dental insurance
Enhanced maternity leave
Enhanced paternity leave
Life insurance
Childcare
Sick pay

Full job description

Evelyn Partners is one of the UK's largest integrated wealth management and professional services firms, offering financial planning, investment management, tax, audit, and business advisory services. The company serves private individuals, entrepreneurs, charities, and corporate clients across the United Kingdom.

A Financial Advisory Manager leads a team of financial advisors and consultants who provide strategic financial guidance to individuals, businesses, and organizations. The role involves managing client relationships, overseeing financial planning and investment recommendations, ensuring regulatory compliance, and helping clients achieve their financial goals.

Key Responsibilities:

Lead and supervise financial advisors and advisory teams.
Develop financial strategies, investment plans, and risk management solutions for clients.
Review client portfolios and provide recommendations based on market conditions and financial objectives.
Build and maintain strong relationships with corporate and individual clients.
Identify new business opportunities and support revenue growth.
Ensure compliance with financial regulations and company policies.
Analyze financial statements, market trends, and investment performance.
Prepare financial reports, presentations, and advisory proposals.
Collaborate with banking, tax, legal, and investment specialists.
Monitor team performance and provide coaching and professional development.

Pay: From £8,500.00 per month

Benefits:

Childcare
Enhanced maternity leave
Enhanced paternity leave
Health & wellbeing programme
Housing allowance
Life insurance
Private dental insurance
Profit sharing
Relocation assistance
Sick pay

Work Location: In person

Quick apply

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banking consultant jobs in cheadle hulme, gtm

Financial Advisory Manager

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