PERSONAL FINANCIAL ADVICE
Make a Difference in the World of Finance
At Manning and Company, we’re more than just a financial advisory firm; we’re a team dedicated to making a positive impact on the financial well-being of our clients. Established in 1988, we have grown by leaps and bounds, thanks to our commitment to excellence, integrity, and personalised service.
A Supportive Team Environment:
We believe in fostering a collaborative atmosphere where each team member’s contribution is valued. Our culture is built on mutual respect and ongoing professional development.
Career Growth Opportunities:
As a dynamic and growing company, we offer a range of career development opportunities. Whether you’re just starting out or an experienced professional, we provide support to help you achieve your career aspirations.
Making a Real Impact:
At Manning and Company, you’ll work closely with individuals, helping them navigate the financial landscape.
Are you an experienced Mortgage & Protection Adviser with a passion for helping clients achieve their financial goals?
Are you looking for a new opportunity to expand your career in a flexible and supportive environment?
If so, Manning & Company, Independent Financial Advisers, has the perfect position for you!
Overview
As an experienced Mortgage & Protection Adviser at Manning & Company, you will have the exciting opportunity to work in a dynamic and client-focused role.
We oer both employed and self employed positions, giving you the flexibility to choose the arrangement that suits you best.
Key Responsibilities
– Handle a wide range of mortgage and equity release enquiries
– Provide expert advice on mortgage products and protection solutions – Assist clients in securing suitable mortgage and protection plans
– Evaluate clients’ financial situations to offer tailored recommendations – Develop and maintain strong client relationships
– Stay up-to-date with industry regulations and product offerings
Requirements
– Proven experience as a Mortgage & Protection Adviser
– Mortgage qualification required (CeMAP or equivalent)
– Desire to work towards an equity release qualification if not already held
– Strong communication and interpersonal skills
– Customer-focused mindset with a dedication to delivering excellent service. – Self-motivated and driven to achieve targets
– Ability to work independently and as part of a team
– Collaborate with our dedicated admin team for seamless support
PERSONAL FINANCIAL ADVICE

PA to Director Mike LeGassick
Sharon is PA to Director Mike LeGassick.
Sharon joined Manning and Company in 2017 having worked for City College Plymouth.
Sharon lives in Plymouth with her family.
Managing Director
Paul has vast experience in all elements of financial planning and enjoys taking a life planning approach with his clients realising their goals through their finances.
Paul has been with Manning and Company since 1993 working closely with the founder for many years before being appointed Managing Director in 2010.
Paul has retained his clients for many years. It is not simply a ‘one off’ visit, but a deep relationship.
Meetings are scheduled, building trust and helping people achieve their life desires and ambitions.
When not advising, Paul serves as a Trustee to two local charities and has also appeared in Wealth & Finance Magazine.