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Financial Planning Manager

Posted 31 January by Aimee Willow Connex Featured Ended

Financial Planning Managers - Bank - Banbury branch. Ideal candidates will have QCF Level 4 qualification as a minimum.

As a Financial Planning Manager, you’ll be key in developing relationships with affluent customers within the branch environment. Through the nationwide branch networks you’ll have access to Wealth customers looking to invest between £50k and £500k, providing them with high quality investment advice to meet their needs.

You will be passionate about helping people and businesses prosper and strive to be simple, personal and fair in everything you do. Our client is built on a culture of respect where everyone goes above and beyond for customers, colleagues and the communities they serve.

Main responsibilities:
Supporting the growth of the Financial Planning team
Acting as an ambassador for the brand and working in close partnership with Retail colleagues to meet customer’s needs
Providing authoritative investment advice to customers
Identifying potential new customers in need of investment advice
Taking control of your personal development though the Wealth Management development programme

Minimum skills and experience required:
A minimum of 1 years’ experience as a regulated adviser*
A QCF level 4 qualification*
Proven diagnostic, problem-solving, and decision-making skills
A firm understanding of investment advice processes and regulations
A flexible approach to work, and the confidence to take on new challenges and responsibilities

For your commitment and success, our client offers a competitive basic salary with a distinct career development opportunity. In addition to your salary and bonus, they offer you a benefits package that’s flexible and allows you to be in control, as well as all the policies, tools and guidance to support you.
Pension scheme
27 days’ holiday plus bank holidays, with the option to purchase up to 5 additional days per year
Voluntary healthcare benefits at discounted rates
Benefits supporting you and your family, such as Childcare vouchers, voluntary Life assurance and Critical illness cover
Option to a Company car if you drive more than 8,000 business miles per year
Access to an All Employee car scheme
Excellent employee recognition schemes - be recognised for demonstrating great behaviours


Required skills

  • Financial Advice
  • Financial Planning
  • Investment Management
  • Relationship Management
  • Retail Banking

Reference: 34366895

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