Financial Planner and Relationship Manager

Recruiter
Verridian Recruitment
Location
Reading
Salary
45000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time

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