Financial Planner - Financial Planning - Manchester

Atomos Investments Limited; Manchester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A financial services firm in Manchester is seeking a proactive Financial Planner to deliver exceptional client service and build lasting relationships. The ideal candidate will have experience in client-facing roles, a Level 4 Diploma in Financial Planning, and proficiency with CRM tools. This role offers a competitive pension scheme, 26 days of holiday, and a work-from-anywhere policy. If you have a passion for helping clients achieve their financial goals, we’d love to hear from you.

Benefits

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• Minimum 3 years’ experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing is required.
• Experience in an advisory or technical role within an advisory firm.

Responsibilities

• Deliver personalized financial planning.
• Transform numbers into actionable strategies.
• Lead regular client reviews to stay results-focused.

Skills

Client-facing experience

Energy

Problem-solving

Communication skills

Education

Level 4 Diploma in Financial Planning

Tools

CRM software

Cashflow modelling tools

Excel

Job description

Career

You’re a proactive Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want the chance to put your stamp on the client experience—and help shape a growing presence in Manchester.

We’re looking for a Financial Planner who’s confident and ready to make an impact from day one. If you’ve got strong client-facing experience, the ability to grow and nurture an existing network, and a genuine passion for helping clients achieve their financial goals, we’d love to hear from you. Together, we’ll turn financial ambitions into reality.

About the role

Joining our Manchester office, you’ll be part of a developing team with big ambitions. You’ll bring energy, ownership, and pace to build trusted relationships and deliver tailored strategies that adapt to clients’ changing needs.

We’ll equip you with the tools, support and guidance you need, while giving you the freedom to grow, win, and succeed. You’ll combine empathy with exceptional organisation to drive results and create meaningful outcomes for clients -making a real impact from day one.

Accountabilities

• Shape Futures, Not Just Plans: Deliver financial planning that feels personal - because every client’s story is unique.
• Turn Numbers into Strategies: Transform numbers into smart, actionable strategies.
• Be the Trusted Voice: Connect with clients, understand their needs, and make complex advice clear and understandable.
• Keep Reviews on Track: Lead regular reviews to keep plans fresh, relevant, and results-focused in line with client service agreements.
• Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues - thinking ahead and responding fast.
• Know our Proposition Inside Out: Learn, understand, and confidently articulate all aspects of our financial planning proposition.
• Keep Growing: Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.
• Record Every Detail: Maintain detailed and accurate records of client interactions using our CRM.
• Win Together: Work closely with team members, share insights, and continuously improve service delivery.

Skills and Experience

• Level 4 Diploma in Financial Planning.
• Minimum 3 years’ experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing.
• Confident using CRM and cashflow modelling tools.
• Experience in an advisory or technical role gained within an advisory firm.
• Experience using and delivering a full range of provider products, services, and capabilities.
• Intermediate Excel - v:lookups and pivot tables.
• Good energy – you must able to have conversations with clients that deliver trust and solutions.
• A desire to help our clients make their financial ambitions a reality.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.