Hiring Now: Financial Planner Near You – Apply Today!
Your Next Financial Planner Job Starts Here – Apply Now!
Financial Planner
Job Posted: 2 days ago
Salary: £ 50,000 - 60,000 / Annum
Job Type: Permanent
Location: Manchester, Greater Manchester
Expire in: a month
Job Description
An opportunity has arisen for a Financial Planner to join a practice in Manchester The firm have signed up to a joint venture with a regional accountancy practice and are looking for an Adviser to be based out of the offices to manage the relationships. They are looking for someone with an entrepreneurial outlook who can work with business owners and HNW individuals, which will see you exposed to CGT, IHT planning, SIPP work and business relief.
The firm
A leading financial planning firm in Manchester with a joint venture agreement
The role
Providing holistic planning to clients across Cheshire
Attending meetings with the partners of the accountancy practice to discuss financial planning strategies and how they would apply to their clients.
Use of cashflow modelling and lifestyle planning as required.
Joint presentations and workshops with accountancy staff
Other tasks etc as required
In return you will receive competitive salary, benefits and uncapped OTEBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Financial Planner job near me in Manchester, Greater Manchester! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).