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Client Onboarding Financial Planner
Job in
Manchester, Greater Manchester, M9, England, UK
Listed on 2025-12-20
Listing for:
Schroders Personal Wealth
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a New Client Adviser to improve financial advice accessibility.
Your role will focus on onboarding clients, primarily from Lloyds Banking Group, and providing holistic financial advice. With a Level 4 Diploma in Financial Planning and a passion for client service, you will build relationships and ensure clients are supported during their journey. The role offers a competitive salary range of £63,482 - £69,830 with a comprehensive benefits package including health insurance and a generous holiday entitlement.
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