Private Client Manager – Cross-Border Wealth Planning

Blevins Franks is seeking an experienced Private Client Manager in England to oversee financial planning for clients. The role demands at least five years of experience in financial services, primarily in investment advice, and a Level 4 Diploma in Regulated Financial Planning. You will build robust relationships with clients, conduct thorough financial reviews, and ensure compliance with UK regulations. Candidates should possess excellent communication skills and a proven track record in financial advisory roles, with knowledge of the overseas investment market preferred.
#J-18808-Ljbffr