Join Our Team
Hampshire Hill is a reputable firm of Independent Financial Advisers, all of whom are ISO 22222 accredited, providing advice across all aspects of financial services. Our experience and knowledge is impressive, if we say so ourselves, covering pensions, savings, investments, mortgages, estate planning and retirement planning for a wide range of clients. We also offer a vast range of protection policies, so some may say we’re a full service business for our clients’ financial needs.
If you’re looking for a new challenge in the financial services sector then joining Hampshire Hill Group may be for you. We’re experiencing huge growth and following our move to new offices in Sutton-in-Ashfield we’re looking for somebody to join our team as a Lifestyle Account Manager. This role is one unique to our firm of Independent Financial Advisers and we think it’s a great opportunity for somebody who has client facing experience, regardless of industry.
Excellent client relationship skills are essential as our whole relationship with our clients begins with a discussion, in person or virtual, with the Lifestyle Account Manager. It’s the start of our fact finding process and sets the direction we’ll then follow as a business, tailored to that specific client. If you have experience as a Financial Adviser, ParaPlanner or client management experience within the industry, then you could have the skill-set to really make this role your own.
The position includes a lot of behind the scenes work to draw up an accurate plan for the client, working in conjunction with the team of IFAs and the ParaPlanner so being able to be a team player is essential. You’ll also need excellent IT skills as you’ll be using bespoke software and producing cash flow forecasts. Specific training on our internal processes and software will of course be provided.
Based in the centre of Sutton-in-Ashfield, this is a permanent full-time role which you could really make your own. We’d love to hear from you whatever your industry experience if you think this position could be just what you’re looking for.