Global Financial Planning Manager

3 days ago


Milton Keynes, Milton Keynes, United Kingdom Thegradcafe Full time
About the Job

This is an exciting opportunity for a Global Financial Planning Manager to join our team, working closely with our financial planning clients to deliver tailored solutions and achieve their goals. As a key member of our Private Client business, you will be responsible for developing and implementing financial plans that meet the unique needs of each client, ensuring they receive expert advice and guidance throughout their financial journey.

You will work closely with our operations team to ensure seamless delivery of services, maintaining high standards of competency and quality. The successful candidate will have a proven track record of leading financial planning projects, delivering high-value client outcomes, and providing exceptional customer service. A competitive salary of £60,000 - £80,000 per annum, depending on experience, is offered for this challenging role.


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