Senior Private Client Advisor

Il y a 3 jours

France, Auvergne-Rhône-Alpes Blevins Franks Temps plein 65 000 € - 105 000 €/an

Blevins Franks is seeking an experienced Private Client Manager to work from UK offices, focusing on cross-border wealth planning and holistic financial advice. You will review client plans, gather information, and ensure tailored solutions stay appropriate as circumstances change.

The role requires at least five years in financial services, Level 4 Diploma or international equivalent, and familiarity with UK regulatory requirements.