FINANCIAL PLANNING MANAGER​

Are you sick and tired of driving around all over the place servicing existing clients, whilst also trying to balance looking for new business opportunities? If so, then look no further as we may have the ideal opportunity for you. Our client is a successful, reputable business who have over 20 years in the wealth industry with over 3000 clients on their data base.  This company is looking for determined, client focussed and hard working individuals looking to build a career with them over the long term. If you think that could be you, then apply today for this very exciting opportunity.

Requires:

  • Level 4 DIPFA qualified
  • Minimum of 2 years experience providing wealth advice
  • Excellent written and verbal communication skills
  • Ability to adapt and look after any type of client in front of you
  • Fantastic team building skills with ability to spot opportunities to refer to other stakeholders within the business

Apply Now