Financial Planning Manager

Recruiter
Campbell & Fletcher
Location
Christchurch
Posted
12 Feb 2019
Closes
07 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Financial Planning Manager

Up to 40,000

Christchurch

Working for one of the UK’s most well-known banks you will be responsible for;

  • Advising, servicing and building customer relationships
  • providing solutions through the streamlined investment advice proposition
  • Meeting all needs and providing advice to new and existing customers
  • Giving appropriate advice to ensure customers are
  • Acting as a link between different areas of the business

Key Duties and Responsibilities;

  • Champion the fair treatment of all customers
  • Adhere to advice and submission quality standards
  • Proactively manage conduct risk by reviewing personal key indicators and wider
  • Safeguard / remediate customers and minimise risk to the business
  • Ensure company complaints procedure is followed
  • Deliver consistent and suitable outcomes for customers within the boundaries of investment advice guidelines
  • Maintain and create customer loyalty by personally delivering exceptional customer service
  • Share knowledge with colleagues
  • Contribute to the development of a dynamic team environment
  • Identify, analyse and recommend appropriate products and services to meet agreed customer needs
  • Supporting other teams to deliver an excellent customer experience

The ideal candidate will have;

  • Experience working within a branch for a bank or building society
  • Proven problem solving and decision making skills
  • A proven track record in achieving customer and commercial expectations in a branch environment
  • The ability to manage loyal customer relationships and works collaboratively with key stakeholders across the business
  • An approachable attitude
  • The ability to interpret a financial information to ascertain the client’s needs and deliver appropriate solutions
  • A comprehensive knowledge and understanding of financial markets
  • Be willing to work flexible hours to meet customer needs

Qualifications required;

  • Full QCF Level 4 Financial Planning Diploma or be willing to work towards this
  • A minimum of CII exams R01 and R02 to be eligible for this role
  • A full UK driving license is desirable

If you are ready for a career that offers training and development with a successful and forward thinking business then please submit your CV by following the link or get in touch with Lucy Done at Campbell & Fletcher for more information

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