Manages and develops personal and corporate client portfolios, provides regulated financial advice, and drives business growth.
An excellent opportunity for an experienced, fully qualified financial adviser to join a growing independent financial services business. The role involves managing and developing a portfolio of personal and corporate clients, providing regulated financial advice across a range of financial planning products and services, and driving business growth.
Requirements
- Level 4 CII, CISI, LIBF or equivalent qualification, working towards Level 6 or already qualified.
- Significant UK or Isle of Man regulated advice experience.
- Strong technical knowledge and business development skills.
- Excellent client relationship management and communication skills.
To apply email [email protected] or call 629 676
