Financial adviser Work, Jobs in Didsbury, Gtm (with Salaries)

Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
14d
Trainee Financial Adviser
Douglas Steers & Company —Warrington
- Up to £100,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
1d
Trainee Mortgage Adviser
The New Homes Group —Stockport
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
7d
Trainee Protection Adviser
TopQuote Ltd —Alderley Park
- £30,000 a year
- Full-time
- Hybrid work
- No experience needed
- Analysis skills
- In-person
Quick apply
15h
Risk Assurance and Advisory Assistant
Menzies LLP —Manchester
- Hybrid work
- English
- Communication skills
- Employee assistance programme
Senior Director - Strategic Finance
Nationwide Building Society —Manchester
- £110,000 a year
- Full-time
- Travel
- Banking
7d
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
- Financial services
Associate Director - Strategic Finance
Nationwide Building Society —Manchester
- £42,000 - £68,000 a year
- Full-time
- Travel
- Accounting
- Communication skills
7d
Investment Analyst
AJ Bell —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
- Gym membership
Quick apply
5d
Financial Adviser
Eventus Recruitment Group —Manchester
- £42,500 - £50,000 a year
- Hybrid work
- Financial services
Paralegal
TLT —Manchester
- Full-time
- Hybrid work
- IT
- Communication skills
Business Analyst
AJ Bell —Manchester
- Full-time
- Hybrid work
- Organisational skills
- Agile
- Communication skills
- Employee assistance programme
- Gym membership
Quick apply
Investment Banking, Associate, MCR, Global Advisory
Rothschild & Co —Manchester
- Full-time
- Microsoft Office
- Analysis skills
- Financial services
6d
Insurance Sales Adviser – Life Protection Pathway
Vitality —Stockport
- £27,000 - £30,000 a year
- Hybrid work
- Sales
- Financial services
- Time management
6d
HR Business Partner
RSM UK —Manchester
- Full-time
- Hybrid work
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
7h
Independent Football Regulator - Legal Adviser
Independent Football Regulator —Manchester
- £64,700 - £77,480 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Annual leave
- Sick pay
6d
Senior Customer Contact Advisor (2nd line)
TLT —Manchester
- Full-time
- Hybrid work
- Customer service
- IT
- Communication skills
Audit Experience Programme - Manchester - October 2026
RSM UK —Manchester
- Full-time

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Financial Planning Client Administrator

Evelyn Partners -
Manchester

Quick apply

Job details

Full-time
14 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Organisational skills
IT
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

This role is being advertised to build a talentpool for upcoming and future opportunities within our team. By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss further about future opportunities with us.

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team in Manchester, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What's in it for me?

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

Hybrid working pattern

This role will require full time in office through probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home.

As a Client Administrator, your responsibilities will include among others:

To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
Maintain back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should

Proven experience working within Financial Planning / Wealth Management is essential
Experience working within a client support / financial planner support role is essential
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
An ambition to build a career within financial services firm, with a willingness to learn and develop
A strong ethic of client service
Studying towards an accredited Level 4 qualification preferred but not essential
Strong (verbal and written) communication skills with an ability to build relationships
The ability to fully plan workload and display excellent organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

financial adviser jobs in didsbury, gtm

Financial Planning Client Administrator

Trainee Financial Adviser

Trainee Mortgage Adviser

Trainee Protection Adviser

Risk Assurance and Advisory Assistant

Senior Director - Strategic Finance

High Net Worth Underwriter

Financial Planner

Associate Director - Strategic Finance

Investment Analyst

Financial Adviser

Paralegal

Business Analyst

Investment Banking, Associate, MCR, Global Advisory

Insurance Sales Adviser – Life Protection Pathway

HR Business Partner

Client Support Administrator

Independent Football Regulator - Legal Adviser

Senior Customer Contact Advisor (2nd line)

Audit Experience Programme - Manchester - October 2026

I want to receive the latest job alerts for financial adviser in didsbury, gtm

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