Company & Context
Our client is a UK‑based wealth management firm with partner offices supported by teams across Europe and London. The business provides retail investment advice, estate and tax planning, and related financial services to high‑net‑worth clients.
The Role
Private Client Manager (PCM) is responsible for regular, thorough reviews of existing client portfolios, ensuring solutions remain appropriate as circumstances change. The PCM operates as an investment adviser under FCA rules, recommends strategies across cash flow, investment, estate, tax and wills, and builds referral networks to attract new clients.
Must-Have Requirements
- Qualified to at least Level4 (Diploma) in Regulated Financial Planning or international equivalent.
- 3‑5 years’ experience in financial services, primarily investment advice and wealth management.
- Proven track record of achieving competence status and meeting performance standards.
- Experience managing clients with investable assets of £1million‑£5million.
- Strong knowledge of UK regulatory requirements, risk profiling, tax regime for wealth/estate planning, and Blevins Franks’ product providers.
- Excellent interpersonal, listening and communication skills; relationship builder; self‑starter; accountable and reliable.
Nice-to-Have
- Competent use of risk profiling and assessment tools, investment platforms and client management systems.
- Proficiency with MS Word, Excel and other specified software.
- Knowledge or experience of overseas investment markets.
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Private Client Manager - Essex East Anglia employer: Unify
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