£35000 - £60000 per annum
0113 274 3000
7 months ago
If the answer is yes then perhaps I have the right opportunity for you !
Working for this very reputable advisory firm you will focus on the relationship management of a portfolio of HNW Clients, acting as a trusted relationship manager and the ‘go between’ from the Client to both the companies Financial Planning and Investment Management teams.
Following a smooth handover period you will take over the running of a client bank across the Yorkshire region and offer an outstanding service to some of the companies most loyal clients.
Holding either the diploma in financial planning or IMC you will then develop in to the role which could become an authorised advisory position, given the expansion plans this position has great scope to grow.
Salary is to c£55k depending on experience and qualifications with additional bonus and benefits also available.