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|Sector||Wealth & Asset Management|
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
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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