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Client Onboarding Financial Planner

Job in Manchester, Greater Manchester, M9, England, UK
Listing for: Schroders Personal Wealth
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 63482 - 69830 GBP Yearly GBP 63482.00 69830.00 YEAR
Job Description & How to Apply Below
Position: New Client Onboarding Financial Planner
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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