Financial planning associate manchester Work, Jobs in Sale, Gtm (with Salaries)

Financial Planning Associate - Manchester
Atomos —Sale
- Hybrid work
- CRM software
- Organisational skills
- AI
Wealth Associate – Financial Planning
Swalemond Search —Manchester
- £27,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
Talent Acquisition Associate (12 month FTC, Manchester)
Fitch Group —Manchester
- Communication skills
Business Support Officer
NHS England —Manchester
- £32,073 - £39,043 a year
- Full-time
- Project management
- Travel
- Recruiting
- Annual leave
7d
Product Guide (Sales Associate) – Seasonal Part-Time (m/f/d) – Manchester
Arc'teryx —Manchester
- Part-time
- English
- Employee discount
Dean of Student Experience
UK MANAGEMENT COLLEGE —Manchester
- Management
- University
- Leadership
Quick apply
Senior Associate - Corporate Finance (Technology M&A)
Houlihan Lokey —Manchester
- Full-time
- Microsoft Powerpoint
- English
- Analysis skills
Paid Search Junior Partner
Open Partners —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Budgeting
- Analytics
Quick apply
General Manager - 11-Month FTC
Restaurant Associates —Manchester
- Up to £45,000 a year
- Full-time
- Training & development
- Leadership
- Restaurant
- Annual leave
- Employee discount
9d
Senior Marketing Associate, Web Analytics - Manchester
Fitch Group —Manchester
- Analysis skills
- AI
- Analytics
Associate Director - Project Controls - Energy & Natural Resources
Turner & Townsend —Manchester
- Full-time
- Remote
- Microsoft Office
- Business development
- Project management
Quick apply
Residential Development Associate
Gateley —Manchester
- Annual leave
- Employee assistance programme
Associate Director – Cost & Commercial Management / Quantity Surveying (PMCM Buildings Manchester)
WSP —Manchester
- Part-time
- Hybrid work
- Management
- Analysis skills
- Mentoring
- Flexitime
- Work from home
Compensation Assistant Manager (12 month FTC)
KPMG —Manchester
- Full-time
- SQL
- Project management
- Continuous improvement
- Flexible schedule
18h
Associate Project Manager
Turner & Townsend —Manchester
- Full-time
- Management
- Engineering
- Business development
Quick apply
Associate Director – CDM Services
TFT Consultants —Manchester
- Full-time
- Hybrid work
- Management
- Business development
- Communication skills
Associate, Investment Sales & Acquisitions
JAA-Jones Lang LaSalle Limited —Manchester
- Full-time
- Hotel
- Business development
- Presentation skills
Quick apply
Academic Dean
UK MANAGEMENT COLLEGE —Manchester
- Management
- University
- Human resources
Quick apply
Global Safety Specialist
HSB —Manchester
- Full-time
- Hybrid work
- Customer service
- Presentation skills
- Bachelor's degree
- Annual leave
- Employee assistance programme
Principal / Associate Spatial Planner
AtkinsRéalis —Manchester
- Full-time
- Hybrid work
- Business development
9d

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financial planning associate manchester jobs near sale, gtm

Financial Planning Associate - Manchester

Atomos -
Sale

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Job details

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

financial planning associate manchester jobs in sale, gtm

Financial Planning Associate - Manchester

Wealth Associate – Financial Planning

Talent Acquisition Associate (12 month FTC, Manchester)

Business Support Officer

Product Guide (Sales Associate) – Seasonal Part-Time (m/f/d) – Manchester

Dean of Student Experience

Senior Associate - Corporate Finance (Technology M&A)

Paid Search Junior Partner

General Manager - 11-Month FTC

Senior Marketing Associate, Web Analytics - Manchester

Associate Director - Project Controls - Energy & Natural Resources

Residential Development Associate

Associate Director – Cost & Commercial Management / Quantity Surveying (PMCM Buildings Manchester)

Compensation Assistant Manager (12 month FTC)

Associate Project Manager

Associate Director – CDM Services

Associate, Investment Sales & Acquisitions

Academic Dean

Global Safety Specialist

Principal / Associate Spatial Planner

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