Our Client is the leading international tax and wealth management advisers to UK nationals living in Europe, they also have offices in the UK.
The Company
Our Client provides integrated tax, wealth management and
estate planning services to private clients in Europe. With offices in France, Spain,
Portugal, Cyprus, Malta and the UK, they are currently recruiting for client
managers to join their teams.
They have current vacancies in London, Bristol/Bath,Tenerife and the South of France.
Key responsibilities:
- Providing clients with comprehensive wealth management advice
across all their financial needs (insurance,
investments, tax, income/expenses, pensions, wills etc)
- Analysing client information. Investigating, recommending and implementing available
investment opportunities in line with the client's financial plans
- Preparing and interpreting clients' information such as
investment performance reports, financial document summaries, and income
projections
- Providing a single point of contact to clients to review
accounts and plans regularly to determine any changes that may require investment
plans to be reassessed
- Maintaining the client database, keeping information up to
date
- Conducting seminars and workshops on financial planning
topics such as retirement planning, estate planning, and the evaluation of
severance packages
- Maintaining and extending professional standards by keeping
up to date with financial products and legislation
- Establishing and developing a network of referrals to
support the recruitment of new clients on an on-going basis
Candidate Profile
- Qualified to Level 4 with FCA (CF30) approval.
- A proven track record - minimum of 5 years experience in
the financial services industry, primarily within the investment advice and
wealth management sector
- Experience in dealing with clients with investable assets of
between 1m GBP and 5m GBP
- Candidates should possess excellent interpersonal, listening
and communication skills. Good at building relationships, a self-starter with
determination and reliability
Candidate Package:
- Full in-house training provided
- Competitive remuneration package (salary, bonus and
benefits)
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