Job Description

• Participate in client meetings alongside the Financial Planner, documenting  meeting notes to capture the client's needs and goals
• Provide excellent support to clients, keeping them updated responding to their inquiries and arranging regular review meetings
• Review client circumstances and assist in developing and executing a tailored financial strategy
• Conduct research to identify suitable financial products and services based on each client's needs 
• Prepare investment strategies, mandates and reports that all comply with regulatory standards
• Keep up to date with industry trends and compliance and regulatory updates

• A Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
• Experience working in a like for like role as a Client Manager
• Excellent relationship building skills
• Strong attention to detail
• A thorough knowledge of regulatory standards 

• A base salary of £32,000 - 50,000 dependent on experience
• A performance-driven bonus of up to 7% for achieving key milestones
• An excellent work life balance with a starting annual leave entitlement of  33 days holiday plus bank holidays
• Hybrid working 
• Further bonuses, pension and more