Talent.com
Financial Planner - Manchester
Financial Planner - ManchesterDavies Talent Solutions • Sale, Cheshire, UK
Financial Planner - Manchester

Financial Planner - Manchester

Davies Talent Solutions • Sale, Cheshire, UK
12 days ago
Job type
  • Full-time
Job description

Are you a dedicated financial professional ready to make a meaningful impact? We are seeking an experienced and driven Financial Planner to join a dynamic team in Manchester. This is a fantastic opportunity to leverage your expertise in building a thriving client portfolio while delivering tailored financial solutions that truly make a difference. If you're passionate about guiding clients toward their financial goals and thrive in a fast-paced environment, this role is perfect for you. What You'll Need :

  • At least 2+ years of experience, demonstrated by building a client portfolio valued at £5m+.
  • Proven success in attracting new clients through effective business development strategies.
  • Hold a minimum of Level Four qualification through an accredited body such as the CII or CISI.
  • Possession of a valid Statement of Professional Standing.
  • Strong ability to communicate complex financial information in a clear, straightforward manner.
  • Capable of working independently with a proactive, self-motivated approach, while also collaborating effectively with colleagues.
  • Proven track record of producing high-quality, timely outputs that balance a client-focused approach with commercial objectives.

Nice to Have :

  • Additional certifications or experience in specialized financial planning areas.
  • Knowledge of the local Manchester market and clie...

    Create a job alert for this search

    Financial Planner • Sale, Cheshire, UK

    Similar jobs
    Financial Planner

    Financial Planner

    IDEX Consulting • Manchester, England, United Kingdom
    Full-time
    My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potenti...Show more
    Last updated: 19 days ago • Promoted
    Financial Planner

    Financial Planner

    Ferguson Dean • Manchester, England, GB
    Full-time
    Direct message the job poster from Ferguson Dean.A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manch...Show more
    Last updated: 2 days ago • Promoted
    Financial Accounting Manager

    Financial Accounting Manager

    Hays Accountancy and Finance • BL0, ENG, GB
    Permanent
    Your new business are a global leader in manufacturing.This organisation is a global leader in advanced textiles and materials processing, with a strong international presence and a long establishe...Show more
    Last updated: 2 days ago • Promoted
    Finance Manager

    Finance Manager

    AWD online • Crewe, North West, UK
    Full-time
    Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. A fantastic opportunity for a qualified finance professional to lead fina...Show more
    Last updated: 10 days ago • Promoted
    Financial Planner

    Financial Planner

    HILLS FINANCIAL LIMITED • Manchester, England, United Kingdom
    Full-time
    Regional Director - specialising in recruitment of existing AR firms wanting a change of direction, also helping new start businesses and…. Salford | Flexible Options Available.CANDIDATES MUST HOLD ...Show more
    Last updated: 19 days ago • Promoted
    Holistic IFA | Growth-Driven Financial Planning Manchester

    Holistic IFA | Growth-Driven Financial Planning Manchester

    Bond Recruitment • Manchester, England, GB
    Full-time
    A leading financial services recruitment agency is looking for an experienced Independent Financial Adviser to join a successful practice in Manchester. This role offers a competitive salary of up t...Show more
    Last updated: 22 hours ago • Promoted • New!
    Finance and Business Operations Director

    Finance and Business Operations Director

    VAST Services (1920) • Hanley, Stoke-on-Trent, GB
    Full-time
    VAST is a registered charity dedicated to supporting and empowering the Voluntary, Community, and Social Enterprise (VCSE) sector in Stoke-on-Trent. We aim to foster strong local networks, strengthe...Show more
    Last updated: 9 days ago • Promoted
    Business Development Manager - Field Sales

    Business Development Manager - Field Sales

    Handepay • Stoke-on-Trent, ENG, GB
    Full-time
    We have an exciting opportunity and are looking for an accomplished salesperson in either.Stoke-on-Trent, Walsall, Coventry, Hereford or Worcester. Our team of Business Development Managers play a p...Show more
    Last updated: 11 days ago • Promoted
    Finance Manager

    Finance Manager

    Gingerbread Family Support Limited • Stoke-on-Trent, GB
    Full-time
    Help us power a growing charity that provides supported accommodation and outreach for families across Stoke on Trent and beyond. We’re expanding our services and increasing our geographical f...Show more
    Last updated: 3 days ago • Promoted
    Management Accountant

    Management Accountant

    Astute Recruitment Limited • Stoke-on-Trent, England, United Kingdom
    Full-time
    Management Accountant £38,000 - £45,000 depending on experience and qualifications Location : Stoke on Trent We are working with an expanding company looking for a Management Accountant to deliver c...Show more
    Last updated: 25 days ago • Promoted
    Financial Planner - Manchester

    Financial Planner - Manchester

    atomos wealth • Manchester, England, GB
    Full-time
    Financial Planner - Manchester.You’re a proactive Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want the chance to put your stamp on the...Show more
    Last updated: 2 days ago • Promoted
    Finance Business Partner

    Finance Business Partner

    Brambles Holdings (UK) Limited • Trafford Park, England, gb
    Full-time +1
    Finance Business Partner, Data & Analytics Digital Permanent | Full-time Hybrid in Manchester Were looking for a highly motivated Finance Business Partner to join our Digital Finance team a...Show more
    Last updated: 2 days ago • Promoted
    Interim Financial Controller

    Interim Financial Controller

    HAYS • Middleton, North Manchester, North West, United Kingdom
    Temporary
    Interim Financial Controller | North Manchester | Professional Services | Up to £60,000 | 6Month Contract.A leading UK organisation operating in a fast-paced service environment.With a turnover of ...Show more
    Last updated: 26 days ago • Promoted
    Employment Partner

    Employment Partner

    Sellick Partnership Limited - Private Practice • Stoke-on-Trent, ENG, GB
    Full-time
    A Legal 500-ranked law firm, following the recent opening of its new Stoke-on-Trent office, is seeking an Employment Partner to join its growing team. You will lead and develop the employment law of...Show more
    Last updated: 3 days ago • Promoted
    Business Analyst Starter Course - Job Guarantee and Flexible Financing Options (Blackburn) - Blackburn, Blackburn with Darwen, GB

    Business Analyst Starter Course - Job Guarantee and Flexible Financing Options (Blackburn) - Blackburn, Blackburn with Darwen, GB

    ITonlinelearning Recruitment • Blackburn, Blackburn with Darwen, GB
    Part-time
    Trainee Business Analyst Programme Job Guarantee Included.Complete online training designed to take you from zero experience to your first Business Analyst role. Study part-time, build fundamental ...Show more
    Last updated: 30+ days ago • Promoted
    AVON Representatives wanted in Blackley, Manchester, England – start today

    AVON Representatives wanted in Blackley, Manchester, England – start today

    Reps.co.uk • Blackley, Manchester, United Kingdom
    Part-time
    Start a career with one of the best beauty brands around?.World famous beauty and cosmetics brand Avon is looking for full and part time representatives in the UK right now as business expands.This...Show more
    Last updated: 2 days ago • Promoted
    Town Planner

    Town Planner

    Tetra Tech • Manchester, Manchester, GB
    Full-time
    LOCATION - MANCHESTER / LEEDS / BIRMINGHAM / BRISTOL or MILTON KEYNES.We have an exciting opportunity for a Planner to join our vibrant and dedicated planning team, with the opportunity to work fle...Show more
    Last updated: 30+ days ago • Promoted
    Employment Specialist

    Employment Specialist

    Aspire Recruitment • Stoke-on-Trent, ENG, GB
    Full-time +1
    Across South East Staffordshire.Days Holiday Bank Holidays, Pension Scheme).We are looking for proactive, self-motivated Employment Specialists to join aConnect to Work team across Staffordshire.Th...Show more
    Last updated: 7 days ago • Promoted