Financial Planning Manager

Recruitment Connection Ltd
2nd September 2021
Anywhere, United Kingdom
Job Type
Negotiable competitive basic + benefits 
South East


Financial Planning Manager

Surrey / home based.

£Neg + bens + bonus

My client is an established brokerage with a successful discretionary portfolio management service. The company offer a range of investment services to UK and overseas customers.

This is a new role and will appeal to a professional who would relish the opportunity of developing and build this service to an existing and new client base and to grow a team.

You must be completely comfortable in ensuring that the proposition is always delivered to a traditionally high standard of service, integrity and efficiency. You must have excellent communication skills and be capable of maintaining the confidence of fee-paying clients.

  • You should have experience of providing fee-based financial planning services to private clients, in a professional environment.
  • Proven capability in business and client development.
  • Satisfactory knowledge of UK financial products, with particular focus on investment advice, personal financial strategy, protection, retirement planning and tax planning.
  • Experience in promoting (but not managing) discretionary investment services.
  • Must project a professional, client focussed attitude and demonstrate a genuine commitment to quality service.

My client will offer a salary dependant on experience and a rewarding career in a professional and friendly environment.

Ref: 5123

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