Job Title: Financial Solutions Manager
Job Description:
We are seeking a highly skilled and experienced professional to manage client relationships, drive business growth, and deliver tailored financial solutions.
This role offers the opportunity to work with high-value clients, develop new business opportunities, and build long-term relationships.
Key Responsibilities:
* Provide expert financial advice to new and existing clients
* Manage and grow an established client portfolio
* Develop new business opportunities through various channels
* Deliver financial solutions in areas such as wealth management, pensions, and protection
* Represent the company as a trusted adviser in the marketplace
* Meet agreed sales targets and contribute to team goals
* Ensure compliance with all regulatory requirements
Required Skills and Qualifications:
* Fully qualified (minimum requirement)
* Minimum of 3 years' experience in financial advisory services
* Strong knowledge of pensions, investments, and associated tax/regulatory requirements
* Ability to grow and manage client relationships effectively
* Excellent interpersonal, problem-solving, and communication skills
* Strong organisational and planning capabilities
* High attention to detail with the ability to prioritise workload
* Flexible, adaptable, and able to work both independently and as part of a team
* Good knowledge of MiFID regulations and the Consumer Protection Code
Benefits:
* Full driver's licence required