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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 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

• 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

• £45,000 salary
• Hybrid working
• Private Medical Insurance
• Health Cash Plan
• Life Assurance
• Income Protection
• Pension
• Employee Assistant Programme
• A range of voluntary benefits

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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