Financial Services Consultant

2 weeks ago


Manchester, United Kingdom Agility Resoucing Full time

We have an exciting opportunity for an Experienced Private Client Stockbrokers to join our team at Agility Resourcing. In this role, you will be responsible for managing a portfolio of private client relationships and driving revenue growth.

Key Responsibilities:
  • Maximize asset and revenue growth by developing and retaining a portfolio of private client relationships.
  • Provide expert advice on investment, tax, trust, pensions, financial planning, and banking service offerings to clients.
  • Identify and pursue new business opportunities through your network and existing relationships.
  • Maintain high standards of compliance with regulatory requirements and company policies.

Our estimated salary for this position is £50,000 - £70,000 per annum, plus bonuses based on performance. A degree in accounting, maths, or economics (2:1 or above) and strong Excel skills are required for this role.



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