Private Client Manager / IFA
- Job reference
- 15C45B3A
- Location
- Bergerac, France
- Start date
- 04/01/2021
- Sector(s)
- IFA jobs / Investment jobs
- Contract type(s)
- Full time
- Salary
- £60,000-£85,000
- Date posted
- 11/03/2022
Description, duties, responsibilities
Private Client Manager
Bergerac
Salary C€60,000 with OTE C€85,000 + relocation costs and benefits.
My client is a successful financial planning and tax consultancy with established operations in Southern Europe. This is a full time role working with the colleagues in the region and with existing clients of the practice.
You will focus on undertaking regular reviews, 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 the role is regulated through the FCA it’s likely you will be a current UK IFA / adviser but looking to relocate.
Although this role is to look after a client base it is important you’re able to recognise new business opportunities. You must also be committed to relocating. This is also an opportunity, in time, for you to become a Partner level adviser in the company, managing and developing your own region.
Ref : 5082
