Develop and manage a client portfolio, providing personal and corporate financial planning advice.
Our client seeks an experienced and pro-active, fully qualified Financial Planning Manager / Adviser to join their leading independent financial services company. As Financial Planning Manager you will develop and manage a portfolio of clients covering all aspects of the industry, including personal and corporate advice in all areas of financial planning.
Key Skills and Experience
- 5+ years'experience in a similar role.
- Qualification CII, CISI, IFS or similar and demonstrate adviser competence to meet with Isle of Man RDR regulations.
- Ideally level 6 qualification.
- Proven track record in delivering regulated financial advice.
- Ambitious and committed to providing a high level of customer service.
They take pride in their business culture and are committed to supporting employees with consistent professional development and excellent remuneration.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16873
