Our client is a leading provider of investment and wealth management services committed to providing first-class financial planning, assisting their own clients to achieve long-term capital growth and preservation of wealth. They seek to appoint a further Financial Planning Manager to work closely with the existing portfolio management team in order to provide technical advice.
5 years career history in financial planning with demonstrable experience of advising high net worth clients.
Excellent knowledge and understanding of investment products, in particular in the area of pensions and regulated life products and the tax implications of such products.
A tax or accountancy qualification would be highly beneficial but is not essential.
Strong client service orientation with effective communication and presentation skills both verbal and written
Tenacious and goal focused with the ability to work as part of a team.
High integrity and strong ethical standards;
Market leading remuneration package available to the successful candidate
For further information please contact Ruth McDonald on 02890325325