HNW Financial Planning Manager-Wealth-Bournemouth-New!
HNW Financial Planning Manager-Wealth-Bournemouth
Basic salary £45,000-£50,000 + Bonus+ Benefits
Office Hours: Mon-Fri 9am -5pm
Talented Financial Planning Manager required for this International Bank, to provide high quality Investment advice to their Wealth portfolio.
As an experienced Advisor, you will have already achieved Level 4 Diploma status as our client has a commitment to support you through to completion of Level 6 Chartered status.
You will be responsible for:
- Supporting the growth of the Financial Planning team
- Acting as an ambassador for our client, maintaining their reputation by driving excellent customer services
- Providing authoritative investment advice to customers
- Identifying potential new customers in need of investment advice
All the support systems and leading technology you need are in place to enable you to devote more time with clients.
You will need
- A minimum of 1 year experience within a regulated adviser role within the last 5 years
- Strong problem solving and decision making skills
- A good understanding of the regulatory environment, ensuring you comply with regulatory requirements
- Customer centric approach.
Market leading Package: Basic salary from £45,000+Bonus+Benefits.