Private Client Manager / IFA

Job details

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Location Central London, United Kingdom
Date Posted 15th May 2019
Category Wealth or Financial Adviser / IFA
Sector Retirement Planning
Salary £40,000 + bonus and benefits
Industry Financial Services, IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4
Work Hours Full
Reference 5022
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A

Description

Private Client Manager

Central London

C£45,000 + bonus and benefits . 

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.

Ref: 5022

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About

Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).