Financial Services Manager

2 days ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

In today's fast-paced financial landscape, we are seeking a seasoned Financial Services Manager to lead our team in delivering exceptional client experiences. If you have a passion for financial planning and a talent for leadership, this could be the perfect role for you

About the Opportunity:

  • As a Financial Advisor, you will work closely with clients to identify their financial goals and develop tailored strategies to achieve them.
  • You will also be responsible for conducting product research, implementing money laundering processes, and presenting financial recommendations to clients, ensuring that all regulatory requirements are met.
  • With a strong emphasis on professional development, you will have access to ongoing CPD activities and opportunities to grow your skills and expertise.

About the Package:

  • A highly competitive salary of £75,000, rising to an achievable OTE of £150k year one, plus benefits.
  • A comprehensive bonus scheme, ensuring that your hard work is rewarded.
  • Ongoing training and development opportunities, helping you to stay ahead in the industry.

What We Offer:

  • A dynamic and supportive team environment, where you can thrive and grow your career.
  • The opportunity to work with high net worth clients, providing tailored financial planning solutions to meet their complex needs.
  • A chance to make a real difference in people's lives, through expert financial guidance and advice.


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