|Location||Central London, United Kingdom|
|Date Posted||15th May 2019|
Wealth or Financial Adviser / IFA
|Salary||£40,000 + bonus and benefits|
|Industry||Financial Services, IFA|
|Professional Quals||Diploma in Financial Planning level 4|
|Hiring Company||Recruitment Connection Ltd|
Private Client Manager
C£40,000 + bonus and benefits . OTE £55,000+
My client is a successful financial planning and tax consultancy with an established operation in the UK. This is fantastic opportunity to provide regulated on-going advice and support to the company’s long established and wealthy clients in the UK. Although primarily office based there will potentially be some travel involved.
You will be providing regular reviews and identify opportunities to gain top-up business. You will need excellent relationship skills and at building trust. You will be used to providing some financial planning advice or used to working in an environment which offers tax and investment planning at the at–retirement market.
This role will suit an individual who enjoys providing investment planning advice and working closely with clients and is either looking for a client base to work from or is in a client facing paraplanning role but looking to progress. My client can offer you a supportive, friendly working environment and enable your personal and career development.
This is a regulated role so you must be fully qualified to min Diploma Level 4.