At a Glance
- Tasks: Deliver tailored financial planning advice to high-net-worth clients and build lasting relationships.
- Company: Respected wealth management firm focused on growth and client-centric solutions.
- Benefits: Long-term career development, supportive culture, and professional autonomy.
- Other info: Collaborative environment with opportunities for progression and ongoing professional development.
- Why this job: Join a growing team where your expertise shapes client success and your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in holistic financial advice.
The predicted salary is between 70000 - 80000 £ per year.
This is a rare opportunity for an ambitious Financial Planner to join a highly respected, long-established wealth management business at an exciting stage of its evolution. Backed by a strong heritage, a loyal client base, and a clear strategic vision for growth, the firm is making significant investments in its Financial Planning proposition.
As part of this journey, we are seeking a talented Financial Planner who wants more than just another advisory role, someone looking for a long-term career home where they can develop, influence, and grow alongside the business. Unlike many larger organisations, this firm believes exceptional client outcomes are achieved through trusted relationships, professional autonomy, and a genuinely personal approach to advice.
You will be empowered to deliver holistic financial planning solutions tailored to each client's circumstances, supported by experienced investment professionals, technical specialists, and a leadership team committed to investing in its people.
The Opportunity
As a Financial Planner, you will play a key role in delivering high-quality, holistic financial planning advice to High-Net-Worth and Ultra-High-Net-Worth clients. Working closely with investment management colleagues, you will help clients navigate complex financial decisions across retirement planning, investment structuring, inheritance tax planning, estate planning, protection, and wealth preservation strategies.
This is an opportunity to become a trusted adviser, developing deep and lasting client relationships while contributing to the continued expansion of a growing financial planning division.
What You’ll Be Doing
- Build, maintain, and develop trusted relationships with existing and prospective clients.
- Deliver holistic financial planning advice tailored to individual client objectives and circumstances.
- Conduct comprehensive client reviews and provide ongoing planning strategies aligned to changing needs and goals.
- Advise clients on retirement planning, tax‑efficient wealth structuring, inheritance tax mitigation, estate planning, and broader financial planning solutions.
- Work collaboratively with Investment Managers and other specialists to deliver integrated wealth management solutions.
- Generate new business opportunities through referrals, professional connections, and exceptional client service.
- Structure and lead client meetings professionally, ensuring all advice is suitable, compliant, and client‑focused.
- Maintain accurate client records and ensure adherence to regulatory and compliance requirements.
- Act as an ambassador for high‑quality advice, helping to promote best practice across the wider business.
- Continue developing technical expertise through ongoing professional development and industry learning.
What We’re Looking For
- Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum.
- Current Statement of Professional Standing (SPS).
- Experience delivering holistic financial planning advice to private clients.
- Strong technical knowledge across pensions, investments, tax planning, estate planning, and protection.
- Proven ability to build trusted client relationships and communicate complex advice clearly.
- A client‑first mindset with a passion for delivering exceptional outcomes.
- Strong analytical and problem‑solving skills with excellent attention to detail.
- Commercial awareness and a desire to contribute to the growth of a developing financial planning proposition.
- Ambition to build a long‑term career within a supportive and progressive environment.
Why Join?
- Be Part of an Exciting Growth Story: Join a business that is actively investing in the future of Financial Planning, creating opportunities for advisers to develop their careers and help shape the next chapter of its success.
- Long-Term Career Opportunity: This is not simply a role to fill today’s requirement. The firm is committed to developing and retaining talented individuals, providing clear opportunities for progression and long‑term professional growth.
- A Culture That Values People: The business has built its reputation over decades by putting relationships first — with both clients and colleagues. You'll be joining a supportive environment where expertise is respected, achievements are recognised, and development is actively encouraged.
- Genuine Client‑Centric Advice: Free from product‑driven pressures, you’ll have the autonomy to provide advice that is truly in the best interests of your clients, building meaningful relationships that stand the test of time.
- Collaborative Wealth Management Environment: Work alongside experienced Investment Managers and technical specialists, delivering integrated advice solutions that create lasting value for clients.
If you’re a Financial Planner looking for a firm that combines heritage, ambition, professional autonomy, and a genuine commitment to its people, this represents an outstanding opportunity to build a rewarding and lasting career.
Financial Planner in Manchester, Greater Manchester employer: Energy Jobline CVL
Join a highly respected wealth management firm in Manchester that prioritises growth, people, and long-term success. With a strong commitment to professional development and a culture that values relationships, you will have the opportunity to build meaningful client connections while receiving support from experienced colleagues. This is not just another advisory role; it's a chance to shape your career in a collaborative environment dedicated to delivering exceptional client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Manchester, Greater Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Energy Jobline CVL. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Manchester, Greater Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Energy Jobline CVL.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Energy Jobline CVL's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Energy Jobline CVL
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Energy Jobline CVL.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Energy Jobline CVL will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Energy Jobline CVL employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
