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  3. Financial manager
  4. Client Manager

Client Manager

Davies Talent Solutions
Posted 2 days ago, valid for 14 days
Location

Nottingham, Nottinghamshire NG15 0AR, England

Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • My client is a reputable Wealth Management business offering financial planning and investment management advice tailored to individual needs.
  • They are hiring for a newly created position of Client Manager to provide desk-based financial advice to an established client base with portfolios up to £250,000.
  • The ideal candidate will have a Level 4 Diploma in Financial Planning or equivalent, along with experience in advising clients and a strong understanding of FCA regulations.
  • This role offers a salary of £45,000 and includes benefits such as hybrid working, private medical insurance, and a pension plan.
  • Candidates should be adept at building client relationships and enjoy helping clients achieve their financial goals.
THE BUSINESSMy client is a well-regarded Wealth Management business who provide financial planning and investment management advice, providing tailored solutions to meet to individual’s needs.THE ROLEHaving gone through a number of acquisitions, my client has been through a journey of consolidation and are now hiring into the newly created position of Client Manager to join their team. The role is to deliver desk-based financial advice to an existing and established client base, typically with a portfolio of assets up to £250,000. This role would be great for someone who needs the security of a guaranteed income, wants to build experience providing advice across a broad range of products without the pressure of sales.
  • Offer tailored financial advice across investments, pensions and protection
  • Cultivate strong client relationships
  • Uphold compliance standards, adhering to FCA regulations
  • Collaborate closely with internal teams to enable a cohesive and responsive client service
WHY YOU
  • Level 4 Diploma in Financial Planning or equivalent
  • Hold Statement of Professional Standing
  • Experienced in advising clients
  • You build rapport and trust with clients
  • Strong understanding of FCA regulations and compliance requirements.
  • You enjoy helping clients achieve financial goals
WHY APPLY
  • £45,000 salary
  • Hybrid working
  • Private Medical Insurance
  • Health Cash Plan
  • Life Assurance
  • Income Protection
  • Pension
  • Employee Assistant Programme
  • A range of voluntary benefits
 If you havethe relevent experience my cliet is seeking, we'd love to hear from you, please do apply.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

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