Financial Planning Manager

Campbell & Fletcher
13 Feb 2018
21 Mar 2018
Contract Type
Full Time
Financial Planning Manager



£35,000 - £45,000 + Benefits + Bonus

We are currently recruiting on behalf of one of the UK’s most well-known banks for a tenacious and success-drive Financial Planning Manager. Specialising in the bank’s Investment products, you’ll be responsible for developing strong and lasting relationships with a broad range of customers and providing them with top quality advice.

You’ll be passionate about customer service and about the customers you are looking after. In return, you’ll be enrolled onto an exceptional training course to ensure you have all the tools needed to be a success and earn a competitive salary and bonus scheme.

To be considered, you’ll need;

One of the following qualifications;
o QCF Level 4 (Qualifications and Credit Framework)

o Level 4 Diploma (institute of Financial Services)

o IFS Level 4 (institute of Financial Services)

o CII Level 4 (Chartered Insurance Institute)

o CISI Level 4 (Chartered Institute for Securities & Investment)

Demonstrable experience within an advisory role in the financial services (within Retail Banking would be highly desirable)
Proven problem-solving skills
A flexible approach and confidence to take on new challenges
Please note, there may be some travel required for this role.

If you have the requisite skills and experience then please submit your CV or contact Sophie Cooper at Campbell & Fletcher Recruitment for more information

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