Contact Mark about this job
Find a Job
|Sector||Wealth & Asset Management|
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.
Provide investment advice to customers
Demonstrate great knowledge of the banks 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
QCF Level 4 qualified
Proven knowledge of retail products
Excellent communication and relationship management skills
*Financial Planning experience and being RDR compliant is essential
Ready to apply for this job? Apply Now