Financial planning manager

Financial Planning Manager

Salary: Up to £30k Plus bonus and excellent benefits.

Our client, a well established global bank, have got an excellent opportunity to recruit a Financial planning manager for their branch in the Llandudno area.

As a financial planning manager you will provide advice and service to your customers, ensuring that financial reviews are followed with compliance and that expectations are met. You will coach and support other financial staff, providing them with technical expertise, and ensure adherence to compliance and regulatory requirements, monitoring performance within the team, analysing trends, tackling performance issues and acknowledging success, driving your team of advisors to deliver holistic financial planning based on customer need.

To be considered for this role, our client, require the following:

• Full CEFA/CeMap or equivalent
• CAS status gained within last 5 years.
• Current experience of working within retail banking as a financial advisor.
• Flexible approach to work with ability to travel to different branches.
• An enthusiastic and passionate approach to the role.
• Proven evidence in exceeding targets within financial advisor role.
• Ability to lead, motivate and train others to deliver exceptional results.
• Clean Credit history
• No Criminal Records.

To succeed you will need to be enthusiastic, positive and resilient despite challenge, change or setbacks. The role would suit someone who is sociable and outgoing; preferring to work with others; but with an element of independence. You should be achievement striving and have a tendency to push towards goals. 

If you believe that this role is the gateway to you achieving a highly successful and rewarding career then send your CV to us today. We guarantee that if you match the criteria you will receive a phone call from us within 48 hours and we will provide you with support, coaching and inside knowledge that will help you to secure this role.