Junior IFA / Private Client Manager

Job reference
London, London, United Kingdom
Start date
To be arranged
IFA jobs
Contract type(s)
Full time
Date posted

Junior IFA / Private Client Manager

Central London

C£35,000 + 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 either new to the advice market with one years plus experience or is in a client facing paraplanning role but looking to progress. 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.

Ref: 5022

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