Independent Financial Planner: Holistic Wealth Guidance in Manchester

Independent Financial Planner: Holistic Wealth Guidance in Manchester

Manchester Full-Time No working from home possible
Swiss Life

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

Chase de Vere, part of Swiss Life, is an excellent employer that prioritises employee growth and development within a supportive work culture. Located in a dynamic environment, we offer competitive benefits and a collaborative atmosphere where you can take ownership of your role, ensuring meaningful contributions to our clients and the team.

Swiss Life

Contact Details:

Swiss Life Recruitment Team