Personal Wealth Manager
3 weeks ago
Company Overview
Pinstripe Personnel is partnering with a leading Chartered Independent Financial Planning firm to find a skilled financial advisor or IFA.
The role is suitable for a professional who can provide expert financial guidance to clients.
Job Details
The position can be based in Fareham, Dorchester, or Chiswick (West London), offering flexibility and work-life balance.
About the Role
The successful candidate will be responsible for delivering high-quality financial planning and management services to clients.
Salary and Benefits
The estimated annual salary for this role is £80,000+, along with additional benefits that contribute to a competitive total remuneration package.
Responsibilities
- Develop and implement comprehensive financial plans tailored to clients' objectives.
- Foster strong relationships with clients and maintain high levels of customer satisfaction.
- Stay up-to-date with industry developments and best practices in financial planning.
Requirements
To succeed in this role, you will need:
- A relevant degree (e.g., finance, accounting) and Chartered status as an IFA.
- Proven experience in financial planning and management.
- Excellent communication and interpersonal skills.
What We Offer
This is a great opportunity to join a respected firm and progress your career in financial services.
The company provides a dynamic work environment, opportunities for professional growth, and a competitive remuneration package.
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