An exciting opportunity for an experienced Financial Planning Manager to join a growing independent financial services business.
The role:
Manage and develop a portfolio of personal and corporate clients.
Provide regulated financial advice across a range of financial planning areas.
Build strong, long-term client relationships.
Identify opportunities for business growth.
Requirements:
Level 4 CII, CISI or LIBF qualification.
Adviser competence in line with Isle of Man RDR requirements.
Proven experience across financial planning.
Strong client service and communication skills.
Ambitious, professional and commercially minded.