Independent Financial Planner: Holistic Wealth Guidance in Manchester

Independent Financial Planner: Holistic Wealth Guidance in Manchester

Manchester Full-Time 49500 - 60500 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide holistic financial guidance and develop client relationships.
  • Company: Join Swiss Life, a leading financial advisory firm in Manchester.
  • Benefits: Competitive salary, professional development, and supportive team environment.
  • Other info: Dynamic role with opportunities for personal and professional growth.
  • Why this job: Make a real difference in clients' lives while growing your financial expertise.
  • Qualifications: Level 4 Diploma in Regulated Financial Planning and strong networking skills.

The predicted salary is between 49500 - 60500 Β£ per year.

Swiss Life in Manchester is seeking a capable financial planning professional to join our advisory team.

You will work closely with our experienced staff to develop and enhance your skills within financial advice and provide holistic guidance to prospective and existing clients.

The role requires Level 4 Diploma in Regulated Financial Planning and strong networking, presentation, and business development skills, with a focus on client-centric service and self-motivation.

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Independent Financial Planner: Holistic Wealth Guidance in Manchester employer: Swiss Life

Swiss Life in Manchester is an exceptional employer, offering a dynamic work environment where financial planning professionals can thrive. With a strong emphasis on employee development, you will have access to ongoing training and mentorship from experienced staff, fostering both personal and professional growth. The company promotes a client-centric culture that values collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment in the financial sector.

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Contact Details:

Swiss Life Recruitment Team

We think you need these skills to ace Independent Financial Planner: Holistic Wealth Guidance in Manchester

Level 4 Diploma in Regulated Financial Planning
Financial Advice
Holistic Guidance
Networking Skills
Presentation Skills
Business Development Skills
Client-Centric Service