Private Client Manager / IFA

Job details

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Location Bergerac, France
Date Posted 23rd January 2020
Category Wealth or Financial Adviser / IFA
Sector Investment
Pensions
Retirement Planning
Wealth Management
Salary €60,000 to €70,000  + relocation costs, benefits and bonus. 
Industry Financial Services, IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4
Work Hours Full
Reference 5059
Hiring Company Recruitment Connection Ltd
Region Europe
Street Address N/A

Description

Private Client Manager

Dordogne

€60,000 to €70,000  + relocation costs, benefits and bonus. 

My client is a successful financial planning and tax consultancy with established operations in Southern Europe. This is a full time role working with existing client in the area centered on the town of Bergerac.

You will focus on providing regular reviews to existing clients, recommending strategies they can use to achieve their financial goals and objectives. This will include specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills.

You will need to be really good at building trust and used to providing financial planning advice to wealthy individuals. You will need to be registered through the FCA so it’s likely you will be a current UK IFA / adviser but looking to relocate.

Although this is to look after a client base it is important you are able to recognise new business opportunities and you must also be committed to relocating. There is also great opportunity to become a Partner in the company, managing and developing your own region.

Ref: 5059

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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).