HNW Financial Planning Manager-Wealth-Swindon-New!
Basic salary from £45,000+ 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.
Proven diagnostic, problem-solving, and decision-making skills are essential for this role, together with CAS (acceptable within the last 5 years) and a customer centric approach.
Rewards: Market leading Package: Basic salary from£45,000+Bonus+Benefits.