Financial Planning Manager-Employed-All Leads-High Holborn-New!

Verridian Recruitment
11 Mar 2017
10 Apr 2017
Contract Type
Full Time

Financial Planning Manager-High Holborn

Basic salary £45,000-£50,000 (OTE £80,000)+Bonus+Benefits

Office Hours: Mon-Fri 9am -5pm

Leads provided.

Our client, one of the UK’s leading personal financial services companies, has an exciting new opportunity for a talented and professional Financial Planning Manager to join their expanding team in High Holborn.

As a Financial Planning Manager with this international Bank, you will be responsible for:

  • Meeting customer’s needs by providing investment advice of the highest standard.
  • Looking for ways to identify customers who may benefit from your advice, including by networking within the branch.
  • Deliver outstanding customer service.
  • Mentoring and coaching the wider branch team, engaging with and tutoring future Financial Planning Managers.

All the support systems and leading technology you need are in place to enable you to devote more time with clients and a sponsorship programme is available for you to achieve QCF Level 6 Chartered Status if you would like to develop your professional skills further.

You should hold the Level 4 Diploma qualification and have a minimum of 1 year experience within a regulated adviser role within the last 5 years.

In addition to a market leading salary of between £45,000-£50,000 plus bonus, there is a flexible benefits package for your individual selection.