Financial Planning Manager

  • Location

    Tunbridge Wells, Kent

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £50000 - £80000 per annum + Bonus + Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH1748_1559576508

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-05

  • Consultant:

    #

A market leading Wealth Management Organisation with affiliations to an International Private Bank currently has a fantastic opportunity for a Financial Planning Manager to join them in Tunbridge Wells, Kent.

As a senior member of the team, you will be required to provide holistic financial advice to HNW clientele on a day to day basis. Specialising in Investments and Pensions, you will have an in depth knowledge of the market and will ideally have experience within a Bank/ Private Bank, IFA or Wealth Manager.

The successful candidate will be qualified to Chartered status (if not progressing towards) and should have an exceptional technical level and a proven ability to build strong relationships with HNW individuals.

You will be responsible for utilising the relationship with the Private Bank to source leads and clients and so you will need strong networking skills and an ability to educate non-regulated individuals to spot business opportunities for you. Nearly all of your clients will be found internally so this is about providing an exceptional level of service to the company's existing clients.

A very interesting opportunity at a true market leader.