Financial planning manager Work, Jobs in St. Asaph (with Salaries)

Financial Services Administrator / Client Manager
Beardmore and Company Ltd —Llandudno
- £30,000 - £36,000 a year
- Full-time
- Financial services
- In-person
- Communication skills
Quick apply
3d
General Manager
Gooch & Housego Pheonix UK —St. Asaph
- Full-time
- Engineering
- Master's degree
- Bachelor's degree
- Employee assistance programme
Quick apply
Operations Manager
Popeyes UK —Liverpool
- £55,000 - £65,000 a year
- Full-time
- Casual dining restaurant
- Leadership
- Annual leave
- Employee discount
Quick apply
Impact and Insights Coordinator
Liverpool Football Club —Anfield
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Employee assistance programme
- Employee discount
2d
Program Lead
Bank of America —Chester
- Full-time
- PMP
- Microsoft Office
- Employee assistance programme
Contracts Manager
COLAS ROADS UK —Chester
- £60,000 - £65,000 a year
- Civil engineering
- Data analysis skills
- Maintenance
- Annual leave
- Employee discount
Group Finance Manager - Projects
Liverpool City Council —Liverpool
- £56,673 - £62,580 a year
- Employee assistance programme
Block Manager
Legacie Management & Lettings —Liverpool
- £35,000 - £40,000 a year
- Full-time
- Management
- Travel
- IT
Quick apply
10d
Practice Manager
The Dental Cafe —Liverpool
- £38,000 - £48,000 a year
- Part-time
- Sales
- Customer service
- No experience needed
- Profit sharing
- Employee discount
Quick apply
2d
Production Manager
Dover Precision Components —Ellesmere Port
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Management
Programme Director - Speke & Seacombe
Right to Succeed —Liverpool
- £58,916 - £63,717 a year
- Full-time
- Travel
- Contracts
- In-person
- Annual leave
- Work from home
Quick apply
2d
Junior Project Planner
Ericsson —Chester
- Microsoft Powerpoint
- Microsoft Excel
- English
3d
Project Manager
Hill Dickinson LLP —Liverpool
- Full-time
- Hybrid work
- Project management
- Agile
- Communication skills
- Annual leave
- Employee assistance programme
Change Manager
Marks & Spencer —Chester
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Continuous improvement
- Employee discount
1d
Logistics Manager
Peel Ports —Ellesmere Port
- Management
- Analysis skills
- IT
- Employee assistance programme
9d
Senior Expansion Manager UK
Fastned —Liverpool
- Full-time
- Hybrid work
- Bachelor's degree
- Travel
- IT
3d
Store Manager
Pavers —Llandudno
- Up to £35,000 a year
- Weekend availability
- Management
- Leadership
- Employee discount
Quick apply
13d
Quarry Manager
Breedon Group plc —Wrexham
- Full-time
- Management
- Microsoft Office
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Client Account Assistant
Gateley —Chester
- Communication skills
- Annual leave
- Employee assistance programme
1d
Senior Manager, Portfolio Strategy
Chetwood Bank —Wrexham
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Communication skills
Quick apply
10h

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Financial Services Administrator / Client Manager

Beardmore and Company Ltd
Llandudno

Quick apply

Job details

Permanent | Full-time
£30,000 - £36,000 a year
3 days ago

Benefits

Company pension

Qualifications

Financial planning
Pension
Customer relationship management
Financial services
Communication skills
Certificate in Insurance

Full job description

Financial Services Administrator / Client Manager

At Beardmore and Co, we believe financial planning is about more than numbers. It is about building trust, doing the right thing and helping people feel confident about their future.

We are looking for a highly organised administrator with financial services experience, particularly pensions and investments, to join our growing team in Llandudno as a Client Manager. This is a meaningful role where you will build trusted client relationships and contribute to a high quality, personal service.

If you take pride in your work, enjoy supporting others and want to grow in a collaborative and values‑driven environment, we would love to hear from you.

What You Can Expect from Us

We are committed to supporting our people to grow and succeed. When you join Beardmore and Co, you can expect:

Structured career progression and mentoring, including a buddy from day one
Opportunity to attend client meetings and learn directly from Financial Planners
Salary in the region of £30,000 to £36,000 depending on experience and qualifications
Salary progression linked to exam success
Paid study time and funded exams
25 days holiday plus bank holidays, rising to 30 with service
Discretionary Christmas bonus
5% matched employer contributory pension
Training allowance with opportunities to attend industry events
Family friendly policies
Supportive, collaborative team environment with regular social activities
Permanent, full-time contract, Monday to Friday 9am to 5pm. Where preferred, consideration will be given to a 4-day working week for candidates that are highly experienced and qualified

The Role

As a Client Manager, you will work closely with our Financial Planners and colleagues to deliver a smooth and consistent client experience, taking ownership of your client relationships and supporting high quality financial planning.

Key responsibilities include:

Building long-term client relationships and acting as a key point of contact
Supporting and attending client meetings, producing clear notes
Researching and analysing products and services to meet client needs
Assisting Financial Planners in developing suitable financial strategies
Completing annual client reviews and maintaining accurate records
Using systems such as Analytics, Voyant, Xplan CRM and platforms such as Nucleus, Transact, A J Bell
Keeping your knowledge up-to-date to ensure we meet regulatory standards and always act in clients’ best interests

What Matters to Us

Clients come first. We act in their best interests
We do the right thing. Honest, transparent and professional
We work as one team and support each other
We keep things simple and communicate clearly
We take ownership and pride in our work
We are committed to continuous learning and improvement

About You

We are looking for someone who combines strong technical skills with the right mindset and behaviours.

You will have:

At least 2 years’ experience in financial services, particularly with pensions and investments
Excellent interpersonal and communication skills, both verbal and written
Strong organisation and attention to detail, with the ability to manage multiple priorities simultaneously
A collaborative approach and willingness to support colleagues
The confidence to take ownership and see tasks through to completion
A genuine commitment to delivering a high standard of client service

You take pride in your work, communicate clearly and always aim to do the right thing.

Candidates studying towards the CII Level 4 Diploma in Regulated Financial Planning (or equivalent) are preferred, but we will consider applicants who are motivated to learn and develop.

About Us

Founded in 1997, Beardmore and Co are a family business with a strong reputation for independent financial planning. We have built long standing relationships with clients across North Wales and the UK by focusing on trust, clarity and consistency.

We continue to invest in our people and technology so we can deliver a modern, efficient and personal service. We are committed to a supportive and inclusive workplace and welcome discussions about reasonable adjustments.

How to Apply

Please send your CV along with a short cover letter explaining why this Client Manager role interests you and what you would bring to the team.

We review applications as they are received, so early applications are encouraged.

Pay: £30,000.00-£36,000.00 per year

Benefits:

Company pension

Ability to commute/relocate:

Llandudno, Conwy: reliably commute or plan to relocate before starting work (required)

Application question(s):

Do you have at least 2 years’ experience in financial services, particularly with pensions and investments? (Essential) Yes or No

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial planning manager jobs in st. asaph

Financial Services Administrator / Client Manager

General Manager

Operations Manager

Impact and Insights Coordinator

Program Lead

Contracts Manager

Group Finance Manager - Projects

Block Manager

Practice Manager

Production Manager

Programme Director - Speke & Seacombe

Junior Project Planner

Project Manager

Change Manager

Logistics Manager

Senior Expansion Manager UK

Store Manager

Quarry Manager

Client Account Assistant

Senior Manager, Portfolio Strategy

I want to receive the latest job alerts for financial planning manager in st. asaph

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