IFA / Private Client Manager - City, London, United Kingdom, EC1A2
IFA / Private Client Manager
C£45,000 + bonus and benefits
My client is a successful financial planning and tax consultancy with an established operation in the UK. This role will focus on providing 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 looking for a client bank. 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.