£28,000 - £40,000 per annum
Are you level 4 qualified with financial planning experience, or looking to transition into a client-facing role? We can offer a fantastic opportunity to progress your career.
Based in Totnes, we are a young business, with a progressive approach to financial planning and wealth management. Our client base is growing quickly and we are looking to expand our small team with the appointment of a Client Relationship Manager. The salary range is £28,000 - £40,000, depending on experience. A discretionary annual bonus is also payable.
The purpose of the role is to provide an outstanding service to our clients and support the delivery of high quality financial planning and advice. You will prepare strategic financial plans, using cashflow forecasting software, research and present product and investment solutions, and efficiently implement investment and other product transactions.
-You are motivated by delivering the very best financial planning and investment solutions, with the clients’ best interests always coming first.
-You are continually looking to improve your technical and client management skills & experience, combining a commitment to self-study with hands-on learning in a supportive work environment.
-You are able to work under pressure and take ownership of tasks, prioritising effectively to meet deadlines.
-You have excellent attention to detail in both written and analytical work.
-You have outstanding people skills, a positive attitude and want to work collaboratively, taking a team-based approach to financial planning.
-You are always professional, ethical and discreet.
-Full RDR qualification (holder of the CISI investment advice qualification, CII Diploma in Financial Planning, or equivalent).
-Commitment to attain Chartered Financial Planner and/or Chartered Wealth Manager status within 3 years.
-At least 3-5 years financial services experience and preferably educated to degree level.
The role will be fully salaried, with an annual bonus that is based on delivery of a range of financial and other measures, but not determined by new business sales.