Private Client Manager

Posted Yesterday by Recruitment Connection

Private Client Manager

Perigord Noir (Dordogne)

Likely OTE C€60,000 - €85,000 + relocation costs and benefits.

My client is a successful financial planning and tax consultancy with very successful and established operations in Southern Europe. This is a full time role working with the colleagues already established in the region and with existing clients of the practice.

You will focus on recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills.

You will need to be really good at building trust and used to providing financial planning advice to wealthy individuals. You will need to be registered through the FCA so it’s likely you will be a current UK IFA / adviser but looking to relocate.

Although this is to look after a client base it is important you are able to recognise new business opportunities. You must also be committed to relocating. This role is seen as a stepping stone to becoming a Partner level adviser in the company, managing and developing your own region.

Ref: 4903

Required skills

  • Cash Flow
  • Financial Planning
  • Investment
  • Tax
  • Wills

Application question

Are you a qualified IFA looking to relocate?

Reference: 34679650

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