Independent Financial Advisor & Investment Manager in Guiseley

Independent Financial Advisor & Investment Manager in Guiseley

Guiseley Full-Time 54000 - 66000 Β£ / year (est.) No working from home possible
CMR Jobs Limited

At a Glance

  • Tasks: Manage client relationships and provide expert financial advice on diverse investment opportunities.
  • Company: Ambitious independent financial services group expanding nationally.
  • Benefits: Competitive compensation, growth opportunities, and a supportive team environment.
  • Other info: Pathway to senior advisory roles with a focus on professional development.
  • Why this job: Join a growing firm and make a real impact in clients' financial futures.
  • Qualifications: Proven experience in financial advising and investment management.

The predicted salary is between 54000 - 66000 Β£ per year.

CMR Jobs Limited is working with a highly ambitious independent financial services group that is expanding nationally through acquisitions and adviser-led growth. They are looking to appoint experienced Financial Advisers and Investment Managers who have a strong track record of managing client relationships and, ideally, an established book of business.

The successful candidates will join a growing firm offering exposure to diverse investment mandates and a pathway to senior client advisory.

Independent Financial Advisor & Investment Manager in Guiseley employer: CMR Jobs Limited

Join a well-established and growing accountancy practice that values ambition and leadership. As a Client Director, you will thrive in a supportive and collaborative culture, where strong progression and long-term career opportunities await you. With a competitive salary, performance-related bonuses, and the chance to lead a dedicated team while building lasting client relationships, this role offers a meaningful and rewarding career path in a fast-paced environment.

CMR Jobs Limited

Contact Details:

CMR Jobs Limited Recruitment Team

We think you need these skills to ace Independent Financial Advisor & Investment Manager in Guiseley

Client Relationship Management
Investment Management
Financial Advisory
Business Development
Track Record of Success
Portfolio Management
Communication Skills