Private Client Manager / IFA
- Job reference
- Exeter, Devon, United Kingdom
- Start date
- To be arranged
- IFA jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
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.