Private Client Manager / IFA

Job details

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Location Bath, United Kingdom
Date Posted 22nd May 2019
Category Wealth or Financial Adviser / IFA
Sector Investment
Retirement Planning
Salary £50,000 - £55,000 + bonus and benefits
Industry Financial Services, IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4
Work Hours Full
Reference 5019
Hiring Company Recruitment Connection Ltd
Region South West
Street Address N/A

Description

Private Client Manager

SW England – Home based

£50,000 - £55,000 + bonus and benefits

My client is a successful financial planning and tax consultancy with established operations in the UK and Europe. This role will focus on providing on-going advice and support to the company’s long established and wealthy clients that have moved back to the UK or are in the process of. This is a home based role but covering  SW England /M5 corridor so there will 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 to be skilled at building trust. You will be used to providing financial planning advice to HNW and UHNW individuals especially in 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. 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 ideally moving to chartered and have current competent adviser status.

Ref: 5019

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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).