Financial Services Manager

1 week ago


Chester, Cheshire, United Kingdom CleverHR Full time
Company Overview

CleverHR is a well-established and successful Corporate Chartered Practice in Chester, delivering comprehensive advice to HNW clients and Business Owners. We pride ourselves on developing and maintaining long-term, trusted relationships with our clients, demonstrating honesty, integrity, and excellence.

We are seeking a Financial Services Manager to join our team, who will be responsible for providing financial planning advice, undertaking regular professional development, and delivering outstanding customer service. The ideal candidate will have at least 2 years' experience in face-to-face holistic financial advice and hold a Level 4 Diploma qualification.

The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience.

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