Financial advisory occupations Work, Jobs in Stockport, Gtm (with Salaries)

Wealth Associate – Financial Planning
Swalemond Search —Manchester
- £27,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
2d
Paraplanner/Trainee IFA
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
Client Relationship Manager
Pension Pulse —Manchester
- £35,000 - £60,000 a year
- Full-time
- Sales
- Organisational skills
- Communication skills
- Life insurance
Quick apply
11d
Experienced Administrator for an Independent Financial Adviser (IFA)
Brookfield Financial Planning —Altrincham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
13d
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
- Financial services
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Client Experience and Support Administrator
Pension Pulse —Manchester
- £30,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
11d
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
13d
Customer Services Administrator
AJ Bell —Manchester
- From £25,400 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- English
- Employee assistance programme
- Gym membership
Quick apply
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Entry Level Administrator – Employee Benefits
Mattioli Woods —Manchester
- Full-time
- Microsoft Office
- Financial services
- Communication skills
12d
Investment Administrator
Quilter —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2d
Senior Wealth Administrator
RGH‑Global Limited —Altrincham
- £28,000 - £34,000 a year
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Annual leave
- Employee discount
3d
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Customer Support Administrator (Debt Advice)
Angel Advance —Warrington
- £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- IT
- Free parking
- Annual leave
Quick apply
10d
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Senior Pensions Administrator
First Actuarial —Manchester
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills

I want to receive the latest job alerts for financial advisory occupations in stockport, gtm

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisory occupations jobs near stockport, gtm

Wealth Associate – Financial Planning

Swalemond Search
Manchester

Quick apply

Job details

Full-time
£27,000 - £34,000 a year
2 days ago

Benefits

Company events

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Financial planning
Microsoft Excel
Microsoft Outlook
Salesforce
Microsoft Office
Administrative experience
Organisational skills
Customer support
Financial services
Communication skills

Full job description

Wealth Associate – Financial Planning

Manchester City Centre

Launch your career in Wealth Management with one of the UK's leading financial planning businesses.

Our client is a successful Partner Practice of one of the UK's most respected wealth management organisations. Due to continued growth, they are looking to appoint a Wealth Associate to join their high-performing team in Manchester.

This is an outstanding opportunity for a recent graduate or an ambitious individual looking to build a long-term career within financial planning. You'll work alongside experienced Financial Advisers, gain exposure to high-net-worth clients, and receive ongoing training and development within a professional, supportive environment.

The Opportunity

As a Wealth Associate, you'll play a key role in ensuring clients receive an exceptional service from start to finish. Working closely with Advisers, you'll provide both technical and administrative support while developing your knowledge of financial planning and wealth management.

This role offers genuine career progression and is ideal for someone who is organised, personable and eager to establish themselves within the financial services industry.

Key Responsibilities

Provide high-quality administrative and technical support to Financial Advisers.
Take ownership of client servicing, including client communication, meeting preparation and post-meeting follow-up.
Prepare and maintain accurate client files, ensuring all compliance and identification documentation is complete.
Update client records using Salesforce CRM.
Process new business applications accurately and maintain management information.
Liaise with product providers, advisers, clients and third parties to ensure cases progress efficiently.
Handle incoming client enquiries professionally via telephone and email.
Produce client reports, illustrations and templated correspondence.
Run reports and collate key financial planning information.

About You

We're looking for someone with a positive attitude, excellent attention to detail and a genuine interest in building a career within wealth management.

You'll ideally have:

Strong academic credentials (graduates and high-achieving school leavers are encouraged to apply).
Previous experience within an office-based administrative or customer support role (financial services experience is advantageous but not essential).
Excellent written and verbal communication skills.
Strong organisational skills with the ability to manage multiple priorities.
Confidence communicating with clients and building professional relationships.
Experience using Microsoft Office (Word, Excel, Outlook and PowerPoint).
Experience using Salesforce or another CRM system would be beneficial.
The ability to commute to Manchester city centre on a full-time basis.

What's on Offer?

Competitive starting salary.
Performance-related bonus potential.
Comprehensive training and ongoing professional development.
Clear long-term career progression within financial planning.
Modern Manchester city centre offices.
Regular company incentives and team events.
A collaborative office environment that supports hands-on learning and mentoring, with flexibility available where appropriate.
Excellent benefits package.

Pay: £27,000.00-£34,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in stockport, gtm

Wealth Associate – Financial Planning

Paraplanner/Trainee IFA

Client Relationship Manager

Experienced Administrator for an Independent Financial Adviser (IFA)

Financial Planner

Pensions Administrator

Client Relationship Manager

Client Experience and Support Administrator

Graduate Financial Planning Programme 2026

Customer Services Administrator

Client Support Administrator

Entry Level Administrator – Employee Benefits

Investment Administrator

Senior Wealth Administrator

Pensions Administrator

Central Operations Administrator

Customer Support Administrator (Debt Advice)

IFA Administrator

Senior Pensions Administrator

Client Administrator - Manchester

I want to receive the latest job alerts for financial advisory occupations in stockport, gtm

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected