Financial Services Manager

17 hours ago


Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Overview:

We are currently looking for a talented Financial Services Manager to join our team in Edinburgh. As a key player in our financial advice company, you will be responsible for managing an existing client bank and dealing with new HNW client enquiries. Your primary focus will be to provide clients with independent financial advice and make recommendations on how to best meet their goals. This exciting opportunity offers a competitive starting salary up to £65,000, excellent bonuses, and a range of benefits.

To be successful in this role, you will need to have a Diploma (Dip PFS) or equivalent and experience as a Financial Adviser, SPS & CAS Status. Our ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.

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