Wealth management advisor Work, Jobs in Prestwich, Gtm (with Salaries)

Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Time management
- Free parking
- Profit sharing
Quick apply
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Financial Advisory Manager
Evelyn Partners —Manchester
- From £8,500 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
HR Advisor
K3 Advisory Group —Bolton
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Office
- Human resources
- Contracts
Quick apply
Specialist, Client Processing Representative
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Analysis skills
- Bachelor's degree
- Financial services
AI Product Management (Senior Vice President)
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Presentation skills
- Product management
- Financial services
Senior Vice President, Client Processing Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
- Financial services
- Business
Managing Consultant - Software Engineering
PA Consulting —Manchester
- Full-time
- Hybrid work
- Azure
- Oracle
- Business development
- Annual leave
Quick apply
Vice President, Business Technology Liaison
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Project management
- Agile
- AI
Clinical Director
mydentist —Radcliffe
- Mentoring
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply

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wealth management advisor jobs near prestwich, gtm

Experienced Life Insurance Advisor - Office Based

Essential Insurance -
Sale

Quick apply

Job details

Permanent | Part-time | Full-time
£35,000 - £75,000 a year
3 days ago

Benefits

Free parking
Profit sharing
Company pension
Company events
Transport links
Life insurance
Sick pay
On-site parking

Qualifications

Financial services
Insurance sales
Time management

Full job description

Overview

Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission rates.

We fully acknowledge that without the right people and the ‘human touch’ of our passionate, energetic, and professional team, our customer-centric business does not exist.

Essential Insurance is a fast-paced, dynamic environment where our people are rewarded for team collaboration and their individual contributions and work life balance is important - that’s why the latest we expect you to work until is 7.00pm Monday to Thursday, and the latest anyone works until on a Friday is 2.00pm - ensuring that every week our staff have an extended weekend to spend with their loved ones.

We offer a generous holiday package of 30 days per year, increasing to 35 days for longer serving staff.

Salaries and incentive schemes are extremely generous and are focused on good customer outcomes, whilst ensuring hard work is rewarded and effort recognised appropriately - and a company pension scheme is open to all.

Our modern 8000-square-foot offices are in the friendly and vibrant town of Sale, which is an extremely popular place to work thanks to easy transport links. The train, Metro station and Northwest motorway network are all located nearby (were just off J7 of the M60) – and there’s ample free parking onsite and right outside the door which is a massive bonus!

As one of the largest and fastest growing award-winning financial services businesses in Manchester we are looking to add to our team of nearly 100 staff to enable us to service our new enquiries.

The Role

All enquires are customer initiated (prospects are actively seeking to speak to an advisor about life insurance) and have either enquired directly online to us or been referred to us through one of our partners who are wealth managers and mortgage brokers.

From receiving the initial enquiry, that is passed to you from our dedicated customer contact agents, you will conduct a fact find and offer advice to clients - converting the enquiries to policies over the phone.

You will need good time management skills and a consultative approach, whilst providing every client with an exceptional level of customer service and ensuring all relevant documentation is completed appropriately.

We have a dedicated team of admins and customer care staff to support you in this and you will be supported by your experienced team leader.

*PLEASE ONLY APPLY FOR THIS ROLE IF YOU HAVE EXPERIENCE IN LIFE INSURANCE*

Salary: £30,000 - £35,000 (have R05 qualification or completion of) up to £75,000+ per year

Benefits:

30 days holiday per year increasing to 35 days
Extended weekend every week
Regular company events
Regular incentives (meals, trips vouchers etc.)
Company pension
Great onsite facilities in a modern office

Schedule:

Earliest start 9am
Latest finish 7.00pm
2.00pm latest finish on Friday's
No weekend working!

Required experience:

Financial Services: 12-18 months
Life insurance sales: 12-18 months

Job Types: Full-time, Part-time, Permanent

Pay: £35,000.00-£75,000.00 per year

Benefits:

Company events
Company pension
Profit sharing
Sick pay

Ability to commute/relocate:

Sale M33 6HE: reliably commute or plan to relocate before starting work (required)

Experience:

Selling Life Insurance: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

wealth management advisor jobs in prestwich, gtm

Experienced Life Insurance Advisor - Office Based

Financial Advisory Manager

HR Advisor

Specialist, Client Processing Representative

AI Product Management (Senior Vice President)

Senior Vice President, Client Processing Manager

Managing Consultant - Software Engineering

Vice President, Business Technology Liaison

Clinical Director

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