Leave us your email address and we'll send you all the new jobs according to your preferences.
Wealth-Focused Financial Planning Account Manager
Posted 21 hours 27 minutes ago by NFP Corp
Permanent
Full Time
Banking & Financial Services Jobs
Dublin, Ireland
Job Description
NFP Corp in Ireland is seeking a Financial Planning Account Manager to support our growing Financial Planning team in the UK and Ireland. You will lead annual review meetings and maintain detailed financial plans for client families.
You will prepare recommendations and suitability reports, help clients stay aligned with their long-term investment strategy through market conditions, and ensure records stay current in our CRM systems.
NFP Corp
Related Jobs
Banking Job - Mandarin spkg Corporate Banking Relationship Manager (Credit Analyst) - London - rj
- London, United Kingdom
Senior Commercial Finance Partner for Events & Memberships
- London, United Kingdom
Impact Investment Manager: Client Portfolios & Growth
- London, United Kingdom
Senior Manager, Financial Crime Policy & Governance
- South Glamorgan, United Kingdom
FP&A Manager
- London, United Kingdom