Portfolio Management Professional

3 days ago


Macclesfield, Cheshire East, United Kingdom CV Library Full time

We are seeking a skilled Portfolio Management Professional to join our advisory team in the region.


This is an excellent opportunity for individuals who are passionate about delivering exceptional financial planning and ensuring client satisfaction.

  • Deliver comprehensive financial guidance to a portfolio of existing clients across the region, leveraging telephone calls, online meetings, and in-person consultations.
  • Work closely with clients to provide expert advice on a diverse range of matters, including pensions, investments, and retirement planning.
  • Maintain strict adherence to FCA requirements and compliance policies, upholding the highest standards of professionalism.
  • Minimum 3 years of experience in financial advice, with expertise in retirement planning, investments, and pensions.
  • Award-winning bonus scheme available, offering an additional incentive for outstanding performance.
  • Flexible working arrangement, providing options for remote work and flexible hours to enhance work-life balance.
  • Opportunities for career progression within the organization, depending on individual goals and aspirations.
  • Generous annual leave allowance, enabling employees to recharge and maintain productivity.
Salary Details:

£60,000 - £80,000 per annum, dependent on relevant experience and qualifications.



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