FM JOBS LIMITED is recruiting an experienced Financial Advisor to join a thriving wealth management team in Manchester. You will guide clients toward financial independence through comprehensive planning and a structured advisory process, covering pensions, investments, savings, and protection.
In this role you will deliver both face-to-face and virtual meetings, perform financial reviews, and develop new business via networking and referrals, while using CRM tools to enhance client service and
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Hybrid Financial Advisor: Client-Focused Wealth Planning in Manchester employer: FM JOBS LIMITED
FM JOBS LIMITED is an exceptional employer that prioritises employee growth and development, offering a clear path to Chartered status for Paraplanners. With a supportive work culture that encourages collaboration across offices and the flexibility of hybrid working, employees can thrive in a dynamic environment while delivering high-quality financial planning services.
