Financial Services Manager

15 hours ago


Nottingham, Nottingham, United Kingdom Financial Divisions Full time
About the Role

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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