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 50000 - 60000 £ 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.
#J-18808-Ljbffr
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.
