Advisory Portfolio Manager
3 weeks ago
We are seeking an experienced Financial Planner to join our team as a servicing role. As a key member of our advisory team, you will be responsible for managing a portion of the Managing Director's existing book of business.
The ideal candidate will have at least 5 years of advising experience and a strong background in independent wealth planning. They will be expected to provide expert financial advice on a range of topics, including investments, tax planning, and retirement planning.
Key Responsibilities:
- Manage a portfolio of high net worth clients
- Develop and implement tailored financial plans for clients
- Consult on investments, tax planning, and other financial matters
What We Offer:
- Competitive salary: £65,000 - £80,000 & Bonus
- Attractive benefits package and holiday allowance
- Opportunity to work with a boutique, established IFA firm
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Portfolio Manager
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Portfolio Manager
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