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Associate Financial Planner: Wealth Strategy

Job in Manchester, Greater Manchester, M9, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Associate Financial Planner: Wealth Strategy & Growth
A growing financial planning business in Manchester is looking for a Trainee/Associate Financial Planner. The role involves providing exceptional wealth management advice across pensions, investments, tax planning, and more. You will work with a supportive team while servicing existing clients and seeking new opportunities. Ideal candidates will have experience in financial advice and the ability to develop in tandem with the business's growth.

Chartered status is preferred, but not mandatory. Apply to join this ambitious team.
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Position Requirements
10+ Years work experience
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