Job Description
We are looking to hire an experienced Private Client Manager to work from one of our offices in France, Javea (Spain) and Cyprus.
As a leading wealth management company specialising in cross-border financial advice and planning, Blevins Franks continues to expand its services across Europe and the UK.
A Private Client Manager is responsible for reviewing the financial planning of our existing clients, ensuring they are kept on track, whilst continually building and maintaining robust, trusted client relationships.
Applicants must have at least five years’ experience working in the financial services industry, primarily within the investment advice and wealth management sector, with a good understanding of UK financial regulations and holistic financial planning. A Level 4 Diploma or international equivalent is a prerequisite to be considered for the role.
The Private Client Manager will need to carry out regular, thorough reviews with exist...