Blevins Franks
Private Client Manager (Relocate to Europe)
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
We are looking to hire an experienced Private Client Manager to work from one of our offices in France, Spain, and Cyprus.
About Us
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.
Role Overview
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.
Key Responsibilities
- Carry out regular, thorough reviews with existing clients, ensuring the original tailored solutions remain appropriate as times and circumstances change.
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as: cash flow management, investment planning, estate management, tax and wills.
- Explain and document for clients and prospective clients the types of services that are to be provided, and the services for which they are authorised.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Working Relationships
- Clients
- Partners
- The administration services
Qualifications and Experience
- At least five years’ experience working in the financial services industry, primarily within the investment advice and wealth management sector.
- 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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Personal Attributes
- Excellent interpersonal, listening, and communication skills
- Relationship builder
- Accountability to clients
- Self-Starter
- Determination
- Tenacity
- Flexibility
- Reliability
- Continual learner
- Patience
- Awareness
Candidate Package
- Full in-house training provided, during which all reasonable expenses are covered.
- Solid basic salary plus bonus.
If interested, please apply with your resume and cover letter detailing your relevant experience and qualifications.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location