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Financial Planning Manager

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Salary Competitive
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/HCC/27414
Contact Hannah Cavaciuti
Date posted 10-11-2017

We now have an exciting new opportunity for a Financial Planning Manager to join a well known Bank within their Retail division.

You will be working to develop key relationships and advise clients on investment advice. This is an exciting role that sits in the middle of the investment process and provides exsposure to various areas.

You will be working within a world renownd bank which can offer some great opportunities of progression and development and also some very generous benefits.

The key responsabilities of a Financial Planning Manager include:
• Supporting the growth of the Financial Planning team
• Maintaining reputation by working in close partnership with Retail colleagues
• Providing solid investment advice to clients
• Identifying potential new customers in need of investment advice
• Taking control of your personal development

Key skills:

• QCF Level 4 qualified
• Experience of working within a regulated adviser role
• Strong problem solving and decision making skills
• A good understanding of the regulatory environment
• Ensure all regulations and complience protocals are foloowed

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Contact Hannah about this job

Associate, Consultant