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Financial Planning Manager

Salary Competitive
Type Permanent
Sector Wealth & Asset Management
Job Reference UK01/MAS/26775
Contact Mark Singleton
Date posted 15-08-2017

Financial Planning Manager - North West
£40,000 - £45,000 + bonus, Pension, 27 days holidays and additional benefits.

We are looking for a passionate and ambitious financial planning manager to join our client, a leading Financial Services organisation, in one of multiple locations across London and the UK. You must have expertise in providing financial advice on regulated products, be QCF Level 4 qualified, and show genuine interest for the retail and private banking industry!

As Regulated Financial Adviser, you will work in a busy, established branch, with a competitive customer portfolio; you will benefit from a rewarding package and great work-life balance, and the prestige and career opportunities of working within an international organisation.

Key Responsibilities

• Provide investment advice to customers
• Demonstrate great knowledge of the bank’s products and the market
• Support a large portfolio of clients, in a busy environment
• Grow the portfolio of customers by identifying new potential customers
• Contribute to the growth and prestige of the financial planning space and of the firm
• Liaise with retail specialists within the branch to cater to all clients’ needs

Skills and Expertise

• Previous experience in a financial planning / regulated adviser role
• Banking background
• QCF Level 4 qualified
• Proven knowledge of retail products
• Excellent communication and relationship management skills

*Financial Planning experience and being RDR compliant is essential

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Contact Mark about this job

VP, Consultant