Client Solutions

Experiencing rapid growth throughout the country by acquiring other professional firms, this organisation is one of the UK’s most reputable in the Wealth Management arena.
 
Working within their elite team, whom typically service clients with in excess of £1million of investable assets, you will support the financial planners preparing meeting agendas, clients reports geared around complex financial planning subjects, valuations, quotations and suitability letters. Unique, this role will require you to proactively be involved in client management from assisting with business plans and assessing client profitability. This opportunity provides excellent rewards and career prospects.

Successful applicants will hold DipPFS. From a professional environment, you will have had exposure to all aspects of holistic Financial Planning and have experience of compiling detailed reports. This is an excellent opportunity for you to join a forward thinking firm with long term career progression and the opportunity to take further exams which are funded and fully supported. With competitive salary and benefits on offer this is an excellent opportunity within a reputable firm.