Exam manager Work, Jobs in Farnworth, Gtm (with Salaries)

Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Test Center Manager (Manchester & Stockport)
Pearson —Manchester
- Customer service
- Windows
- Microsoft Office
MIS and Systems Manager
Star Academies —Blackburn with Darwen
- £47,181 - £52,413 a year
- Continuous improvement
- No degree
- IT
Postperson with Driving
Royal Mail Group —Manchester
- Overtime
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Postal Delivery Driver
Royal Mail Group —Macclesfield
- Overtime
3d
Supplier Manager - Portfolio Lead
Barclays —Knutsford
- Leadership
- Negotiation
6d
Head of Client and Learner Services
Fitch Learning —Manchester
- Hybrid work
- Microsoft Excel
- Project management
- Continuous improvement
Mortgage Administrator
Swiss Life Global Solutions —Manchester
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
13d
Graduate Trainee Chartered Accountant (ACA)
Alexander & Co —Manchester
- Bachelor's degree
- Accounting
- Annual leave
Exams Secretary - Kids Planet Central Support
Kids Planet Day Nurseries —Knutsford
- Full-time
- Microsoft Excel
- Microsoft Office
Quick apply
3d
Best Practice Associate
Equilibrium Financial Planning —Wilmslow
- Up to £55,000 a year
- Annual leave
- Work from home
Learner Services Advisor
Access Creative College —Manchester
- £23,000 a year
- Full-time
- Care plans
- Annual leave
- Employee assistance programme
Quick apply
Exams Secretary - Kids Planet Central Support
Kids Planet Nurseries —Knutsford
- Microsoft Excel
- Microsoft Office
Apprentice Emergency Medical Technican 1
North West Ambulance Service NHS Trust —Salford
- £25,272 - £31,157 a year
- Full-time
- Driving
- Paid training
23h
Refrigeration & Air Conditioning Teacher
Total People —Manchester
- £38,000 - £42,250 a year
- Full-time
- English
- Mentoring
- Classroom experience
- Annual leave
- Employee assistance programme
Progress Mentor (Procurement & Supply Chain Apprenticeships)
Epwin Group —Chorley
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- English
- Bachelor's degree
- Plumbing
- Health & wellbeing programme
- Annual leave
Quick apply
12d
Newly Qualified Pharmacist Opportunities
Well Pharmacy —Manchester
- Management
- Employee discount
Cleaner (CLEAJ26_3)
Carmel College —St Helens
- £24,759 a year
- Part-time
- University
- School
14d
Accountant (Development & Sales) x2
L&Q —Manchester
- From £49,502 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Employee assistance programme
6d

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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

exam manager jobs in farnworth, gtm

Client Manager

Test Center Manager (Manchester & Stockport)

MIS and Systems Manager

Postperson with Driving

Senior Client Manager

Postal Delivery Driver

Supplier Manager - Portfolio Lead

Head of Client and Learner Services

Mortgage Administrator

Graduate Trainee Chartered Accountant (ACA)

Exams Secretary - Kids Planet Central Support

Best Practice Associate

Learner Services Advisor

Exams Secretary - Kids Planet Central Support

Apprentice Emergency Medical Technican 1

Refrigeration & Air Conditioning Teacher

Progress Mentor (Procurement & Supply Chain Apprenticeships)

Newly Qualified Pharmacist Opportunities

Cleaner (CLEAJ26_3)

Accountant (Development & Sales) x2

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