Financial Planner and Relationship Manager
Our client requires a level 4 qualified individual to work within their branch network and affluent client segment. The role will involve efficient client relationship management whilst offering a full advice planning service.
You will actively embrace stakeholder engagement and have the competence to engage with branch staff, coach and be part of a team. Client centric you will offer regulated financial planning advice to the banks clients.
The candidate for this role will have:
Relevant product knowledge including knowledge of wealth products
Role relevant qualifications ie RDR level 4 qualification
Competent Adviser status held (Consideration given to lapsed CAS)
In return you will enjoy a negotiable basic salary and a rewards package to enhance earnings further