Portfolio Advisory Manager

1 week ago


Hessle and Hill Top, United Kingdom MI Search Full time

MI Search is a UK-based financial planning and investment management firm with a significant presence in Hull. We are currently seeking an experienced Financial Adviser to join our team in Hessle.

In this role, you will be responsible for managing client portfolios, providing financial advice, and performing local administration and paraplanning tasks. Strong communication skills, experience in finance, and the ability to work with diverse clients are essential requirements for this position.

We offer a competitive salary of £70,000 - £90,000 per annum, opportunities for professional growth, and a dynamic work environment.

Key Job Functions:

  • Client Portfolio Management
  • Financial Advice Provision
  • Local Administration
  • Paraplanning Support

Requirements:

  • Bachelor's degree in finance or related field.
  • Minimum 2 years of experience in finance.
  • Excellent communication and interpersonal skills.


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