Financial Planning Manager

Recruiter
The Fiser Group Limited
Location
London (Greater)
Salary
40,000 - 50,000
Posted
11 Nov 2017
Closes
16 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

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 exposure to various areas.

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

The key responsibilities 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 compliance protocols are followed

This job was originally posted as www.jobsite.co.uk/job/959514332