Penrith Office Leader

3 weeks ago


Penrith, Cumbria, United Kingdom Weatherbys Banking Group Full time

Opportunity Summary

We are seeking a talented Financial Services Partner to join our team in Penrith. As a key member of our team, you will be responsible for managing your own portfolio of high-net-worth clients and estate owners in the Penrith area.

About the Role

As a Financial Services Partner, you will work closely with our team to provide expert advice and guidance on financial matters, ensuring that our clients receive the highest level of service.

Key Responsibilities

  1. Managing client relationships and providing expert advice on financial matters.
  2. Developing and implementing strategies to grow client portfolios and increase revenue.
  3. Collaborating with colleagues to identify new business opportunities and drive growth.

Requirements

  • A strong background in accountancy, preferably with a professional qualification.
  • Proven track record of success in managing client relationships and growing client portfolios.
  • Excellent communication and interpersonal skills.

Our Offer

We offer a competitive salary of £80,000 - £100,000 per annum, depending on experience. You will also have the opportunity to work from home one day per week and enjoy a flexible working environment.

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