Private Client Manager
- Job reference
- Tenerife, Spain
- Start date
- To be arranged
- IFA jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
My client is a successful financial planning and tax consultancy with very successful and established operations in Southern Europe. This is a full time role working with the colleagues already established in the region and with existing clients of the practice.
You will focus on 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.
Salary C€60,000 with OTE C€85,000 + relocation costs and benefits.
Personality requirements and skills
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. You must also be committed to relocating. This role is seen as a stepping stone to becoming a Partner level adviser in the company, managing and developing your own region.