Financial Planning Manager (Pension Specialist)

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.

Candidate Criteria:

• 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