MAIN PURPOSE OF PARTNER ROLE
Provide tax driven strategic financial planning advice to British expatriates retired in continental Europe. Develop a growing client base by attracting new clients and providing ongoing advice to existing ones. Relocation to one of our core countries in Europe will be necessary.
MAIN PURPOSE OF PRIVATE CLIENT MANAGER (PCM) ROLE
To operate as a retail investment adviser in accordance with the rules and guidance of the UK’s Financial Conduct Authority (FCA) and any other regulatory body deemed appropriate by BFFM. To 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. To 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.
MAIN PURPOSE OF PARAPLANNER ROLE
Provides a full professional financial planning support function to Partners and Private Client Managers (PCMs).
