Manages a portfolio of personal and corporate clients and provides regulated financial advice across financial planning areas.
An exciting opportunity for an experienced Financial Planning Manager to join a growing independent financial services business.
The role
- Manage and develop a portfolio of personal and corporate clients.
- Provide regulated financial advice across a range of financial planning areas.
- Build strong, long-term client relationships.
- Identify opportunities for business growth.
Requirements
- Level 4 CII, CISI or LIBF qualification.
- Adviser competence in line with Isle of Man RDR requirements.
- Proven experience across financial planning.
- Strong client service and communication skills.
- Ambitious, professional and commercially minded.
To apply email [email protected] or call 629 676
