Client Manager
- Nottingham, Nottinghamshire, East Midlands, England
- £40000 - £45000 per annum, Benefits: Competitive - detailed on role posting USD / Year
- Full Time
Job Details
THE BUSINESS
My client is a well-regarded Wealth Management business who provide financial planning and investment management advice, providing tailored solutions to meet to individual’s needs.
THE ROLE
Having gone through a number of acquisitions, my client has been through a journey of consolidation and are now hiring into the newly created position of Client Manager to join their team. The role is to deliver desk-based financial advice to an existing and established client base, typically with a portfolio of assets up to £250,000. This role would be great for someone who needs the security of a guaranteed income, wants to build experience providing advice across a broad range of products without the pressure of sales.
- Offer tailored financial advice across investments, pensions and protection
- Cultivate strong client relationships
- Uphold compliance standards, adhering to FCA regulations
- Collaborate closely with internal teams to enable a cohesive and responsive client service
WHY YOU
- Level 4 Diploma in Financial Planning or equivalent
- Hold Statement of Professional Standing
- Experienced in advising clients
- You build rapport and trust with clients
- Strong understanding of FCA regulations and compliance requirements.
- You enjoy helping clients achieve financial goals
WHY APPLY
- £45,000 salary
- Hybrid working
- Private Medical Insurance
- Health Cash Plan
- Life Assurance
- Income Protection
- Pension
- Employee Assistant Programme
- A range of voluntary benefits
If you havethe relevent experience my cliet is seeking, we’d love to hear from you, please do apply.