Client Servicing Consultant - Financial Planning

Are you an experienced Wealth Management professional with proven ability to manage a portfolio of mature clients? Are you looking for a role where you will focus on managing and servicing the needs of an existing client bank without the pressure of business development and self generation? If the answer is yes, we would like to hear from you

In order to manage and service an expanding client portfolio, this well respected firm of Independent Financial Advisors is looking to appoint a experienced Advisor to manage key relationships and deliver holistic wealth management services to individuals who are at or post retirement. You will deliver tailored solutions across the areas of retirement, investment, estate, tax and protection planning. You will benefit from full administrative, technical and compliance support.

The successful applicant will have experience of managing a mature portfolio and be able to demonstrate broad technical knowledge across all areas of Financial Planning.

Enquiries and applications are invited from Financial Planning professionals who can demonstrate strong technical knowledge and client management skills. You will be progressing toward or have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to maintain relationships.

This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm.

Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Investments, Pensions, Retirement, Existing Clients

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website