At a Glance
- Tasks: Manage high-net-worth clients and ensure their financial needs are met.
- Company: Prestigious wealth management firm in the heart of London.
- Benefits: Attractive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career advancement in a thriving industry.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Diploma status and experience in paraplanning or client management required.
The predicted salary is between 35000 - 45000 £ per year.
Client Manager for a Wealth Management firm in London, servicing HNW clients, conducting reviews, and ensuring client needs are met.
Requires Diploma status and Paraplanning/Client Management experience.
Client Manager - £35,000 - £45,000 A Year employer: Accountancy Practice
Join a well-established independent accountancy practice that values its employees and fosters a supportive work culture. With a focus on professional development, you will have the opportunity to manage a diverse portfolio of personal tax clients while enjoying a high level of autonomy and genuine career progression. Located in the North West, this firm is committed to delivering proactive, relationship-driven services, making it an excellent employer for those seeking meaningful and rewarding employment.
