Senior Wealth Manager
Senior wealth manager financial planner financial planning senior manager for Poole based accountancy firm
Your new firm
The Poole office of this Top 10 Firm are looking for an Experienced Financial Planning Manager to join their private client team.
Your new role
This role will require working closely with the Financial Planning Partner and other members of the Southern Financial Planning team, to deliver a high quality service to existing and assist in winning new clients and to increase the profile of the department nationally within the firm and the wider business and professional community.
You will be responsible for managing a portfolio of existing clients providing them with high quality advice and ensuring that planning opportunities are identified and, where appropriate, pursued. You will maintain an up to date technical knowledge of personal tax and financial planning and related matters and deal with ad hoc client advisory and planning issues as they arise on the client portfolio.
What you'll need to succeed
You will ideally be Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner with practical experience of using Intellifo back office system. You will be a team player with excellent communication skills (both oral and written) with an adaptable, organised and commercial approach.
Other key skills will include the ability to exercise judgement and work without close supervision, to proactively manage existing client relationships and to develop new relationships and to generate creative solutions to problems.
You will also be able to contribute to business proposals and to bring opportunities to the attention of the Managers.
What you'll get in return
You will receive a competitive basic salary commensurate with your skills level and qualifications along with a substantial benefits package which can be tailored to your individual needs.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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