Financial Planning Manager

Campbell & Fletcher
17 Apr 2019
06 May 2019
Contract Type
Full Time

Financial Planning Manager

Up to 44,999


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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