Financial Services Strategy Manager

5 days ago


York and North Yorkshire, United Kingdom IDEX Consulting Full time

Looking for a new career opportunity as a Financial Services Strategy Manager? Do you have a proven track record of success in financial planning and management?

We are seeking an experienced Financial Services Strategy Manager to join our team in North Yorkshire. In this role, you will be responsible for developing and implementing financial planning strategies, providing expert advice to clients, and building and maintaining strong relationships with clients and colleagues.

We estimate the salary for this position to be around £70,000 - £90,000 per annum, depending on experience.

Required Skills and Qualifications:

  • Chartered Financial Planner qualification or equivalent
  • Proven track record of success in financial planning and management
  • Strong communication and interpersonal skills


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