Personal Wealth Manager

3 weeks ago


Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time

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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