Senior Partner – Recruiting Private Client Wealth Management Professionals
Location: Hybrid (Office-based with Flexibility) – Manchester / Lancashire / Nottingham.
An independent, nationwide Financial Planning firm who takes pride in our client‑centric approach, ensuring that every client receives thoughtful, tailored, and professional financial guidance.
The Role
You will play a key role in ensuring the smooth delivery of advice and support services to our valued clients. Our environment is busy and fast‑paced, so you’ll need to be adaptable, detail‑oriented, and a natural communicator who thrives in a team setting.
Key Responsibilities
* Provide excellent service to clients via phone, email, and video.
* Support Financial Planners with client meetings, including preparing complex meeting packs and managing diaries.
* Liaise with providers, process client instructions, and handle enquiries efficiently.
* Maintain accurate and up‑to‑date client records and documentation.
* Collaborate closely with paraplanners and other internal teams to deliver high‑quality Financial Planning advice.
* Greet and assist clients/visitors in the office when required.
About you
* Proven experience in a Financial Planning support or administration role within financial services.
* Strong knowledge of MS Office (Word, Excel, Teams, SharePoint).
* Excellent organisational skills and attention to detail.
* Strong numeracy and communication skills.
* Ability to work to tight deadlines with minimal supervision.
Benefits
Joining this business means being part of a forward‑thinking firm that values collaboration, development, and excellence. You’ll enjoy a supportive work culture, professional growth opportunities, and a benefits package designed to look after you and your wellbeing.
Contact
CV to jim.m@financialdivisions.co.uk
#J-18808-Ljbffr