HNW Client Portfolio Manager

About the RoleWe are looking for an experienced HNW Portfolio Manager to join our busy offices in Nottingham.The ideal candidate will have a strong background in financial planning and be able to develop and manage a portfolio of high net worth clients.You will lead business development activities, aligned to our group strategy, and work to exceed targets.We...

About the RoleWe are seeking an experienced Financial Planner to join our team in Nottingham and manage a portfolio of HNW clients.The ideal candidate will have a strong background in financial planning, client advice, and complex advisory areas, as well as knowledge of financial markets, risk management techniques, and regulatory frameworks.The salary for...

Estimated Salary Range: £60,000 - £80,000 per annum (dependent on experience and qualifications)

Job DescriptionOur client, an International Wealth & Investment Management organisation, is seeking an experienced Financial Planner to join their team in Nottingham.This role involves managing an existing portfolio of HNW clients, providing continuous support and advice, while actively seeking opportunities to expand it through business development...

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