At a Glance
- Tasks: Lead financial planning initiatives and provide tailored advice to clients.
- Company: Renowned independent financial advice provider with a focus on integrity.
- Benefits: Competitive salary, flexible working options, and professional development opportunities.
- Other info: Dynamic work environment with opportunities for career advancement.
- Why this job: Join a team committed to excellence and make a real difference in clients' financial lives.
- Qualifications: Experience in financial services and strong client relationship skills.
The predicted salary is between 51750 - 63250 £ per year.
Location: Leicester
Salary: Negotiable up to c£65,000 depending on experience + benefits
My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. The team is driven by a commitment to integrity and excellence. They are now seeking a dynamic and experienced Financial Services Planning Manager.
Financial Services Planning Manager in Nottingham employer: North Oak Recruitment
As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.