Associate Financial Planner

My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee/Associate Financial Planner to join their team in Manchester.

• Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products
• Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
• Retain and service an existing book of north midlands based clients whilst looking for new business opportunities
• Ability to learn and develop with the business as it grows
• Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service

• Detailed experience of financial advice and technical aspects
• Experience at dealing with clients on a face to face and online basis
• Experience of working with clients of high net worth
• Experience of working in a team to drive better outcomes for all stakeholders
• Ideally chartered
• Experience of servicing and retaining a large book of clients

Financial Planner
• Manchester, Lancashire, UK