Private Client Managers
Cyprus and Tenerife
Basic salary plus bonus + relocation costs and benefits.
My client is a successful financial planning and tax consultancy with established operations in Southern Europe. This is a full-time role working with colleagues already established in the region and with existing clients of the practice.
You will focus on carrying out regular thorough reviews with existing clients to make sure the original tailored solutions remain appropriate as times and circumstances change. As such you may be recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills.
The role demands strong experience in regulated financial planning and a thorough understanding of financial planning so a good PCM will have UK regulatory knowledge and be really good at building trust and used to providing financial planning advice to wealthy individuals. So it’s likely you will be a current UK IFA / Irish adviser but looking to relocate and be currently be an FCA approved person (CF30) or CFA equivalent . Full in house training is provided and there is solid career progression
Full in house training is provided and there is solid career progression .