THE BUSINESS
My client is a well-regarded Wealth Management business who provide financial planning and investment management advice, providing tailored solutions to meet to individual’s needs.
THE ROLE
Having gone through a number of acquisitions, my client has been through a journey of consolidation and are now hiring into the newly created position of Client Manager to join their team. The role is to deliver desk-based financial advice to an existing and established client base, typically with a portfolio of assets up to £250,000. This role would be great for someone who needs the security of a guaranteed income, wants to build experience providing advice across a broad range of products without the pressure of sales.
* Offer tailored financial advice across investments, pensions and protection
* Cultivate strong client relationships
* Uphold compliance standards, adhering to FCA regulations
* Collaborate closely with internal teams to enable a cohesive and responsive client service
WHY YOU
* Level 4 Diploma in Financial Planning or equivalent
* Hold Statement of Professional Standing
* Experienced in advising clients
* You build rapport and trust with clients
* Strong understanding of FCA regulations and compliance requirements.
* You enjoy helping clients achieve financial goals
WHY APPLY
* £45,000 salary
* Hybrid working
* Private Medical Insurance
* Health Cash Plan
* Life Assurance
* Income Protection
* Pension
* Employee Assistant Programme
* A range of voluntary benefits
If you havethe relevent experience my cliet is seeking, we’d love to hear from you, please do apply.
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