Client Manager For Financial Advice

Are you a Level 4 qualified in Financial Advice and Planning professional?

And experienced in giving Financial Advice or carrying out annual reviews?

Commutable to the London or Sussex area?

We are recruiting for a highly regarded Wealth Management company covering London and Sussex area. With their commitment to delivering bespoke Financial Advice with exceptional service to their clients that has earned them a strong reputation in the industry.

They are seeking a Client Manager to join the team, to focus on the servicing and annual reviews for an existing client bank of circa 400 clients.

You will be responsible for the

• Ongoing servicing of clients and your own diary management to ensure all responsibilities are met. There will be no micromanagement and you will be given autonomy to work independently and the freedom to also advice on any new clients you generate.

Initially this will be an office based role whilst initial training is provided, from the offices in London or East Sussex, but once trained you will be able to work mainly remotely with minimal requirements to visit the office.

A background in providing full Financial Advice is preferred, but self-motivation, organisational skills and computer literacy are essential.

Working as part of a close knit team in a family business you will become an integral part of the Financial Advice company.

Salary - £40,000 to £50,000 depending on experience plus the potential to earn commission.