Financial Services Manager
15 hours ago
In this key position, you will have the autonomy to build and manage your own client base, providing high-quality financial advice to HNW clients and offering whole-of-market solutions. You will also be responsible for developing and maintaining strong relationships with existing clients and identifying new business opportunities.
Key Responsibilities:
- Manage a portfolio of high net worth clients, providing tailored financial advice and solutions.
- Develop and maintain relationships with existing clients, identifying opportunities for cross-selling and upselling.
- Identify new business opportunities through networking, referrals, and other channels.
- Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice.
Benefits:
- Uncapped earning potential: £150k - £300k+ with periodic capital events.
- Flexible working arrangements, allowing you to work from home or in our office as needed.
- Full administrative and paraplanning support, enabling you to focus on client-facing activities.
- Opportunities for professional development and training, helping you to grow and succeed in your career.
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Financial Services Director
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Executive Financial Consultant
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Financial Services Expert
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Financial Services Expert
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Financial Services Administrator
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Financial Services Manager
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Financial Operations Manager
2 days ago
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Financial Services Manager
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Senior Financial Adviser
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Independent Financial Planner
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