Financial Planning Manager

Our client seeks an experienced and pro‑active, fully qualified Financial Planning Manager / Adviser to join their leading independent financial services company.

As Financial Planning Manager you will develop and manage a portfolio of clients covering all aspects of the industry, including personal and corporate advice in all areas of financial planning.

Key Skills and Experience:

• Level 4 qualification CII, CISI, IFS or similar and demonstrate adviser competence to meet with Isle of Man RDR regulations. Ideally, working towards a higher, level 6 qualification.
• Proven track record in delivering regulated financial advice.
• Ambitious and committed to providing a high level of customer service.

They take pride in their business culture and are committed to supporting employees with consistent professional development and excellent remuneration.

Quote job ref: 16872

Our client seeks an experienced and pro‑active, fully qualified Financial Planning Manager / Adviser to join their

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