Private Client Manager / IFA

Job reference
Niort, France
Start date
IFA jobs
Contract type(s)
Full time
Date posted

Private Client Manager / IFA

Western France , Niort

Salary C€62,000 to €70,000 + bonus with likely earnings C€95,000+ plus relocation costs and benefits. 

My client is a financial planning and tax consultancy with a 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.

The role will focus on providing regular reviews to existing client base of UK expats that have relocated to the region and also new ones. You will 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.

You will need to be really good at building trust and used to providing financial planning advice to wealthy individuals. As you will need to be registered through the FCA it’s likely you will be a current UK IFA / adviser but looking to relocate.

There will be opportunities to progress to Partner in the company.

Ref: 5040

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