Financial Planning Manager-All Leads-Wealth-New

Resource Matters
Dickens Heath
£44,000 per annum
27 Jul 2017
31 Aug 2017
Contract Type
Full Time

Financial Planning Manager-Solihull

Basic salary £44,000-£50,000+Bonus+Benefits

Office Hours: Mon-Fri 9am -5pm

Leads provided.

Our client, one of the UK’s leading personal financial services companies, has an exciting new opportunity for a talented and professional Financial Planning Manager to join their expanding team in Solihull. With an innovative range of award-winning products, access to Fund Managers and first hand insight and updates from the Asset Management team, this a a superb opportunity to progress your financial career.

As a Financial Planning Manager with this international Bank, you will be responsible for:

  • Developing professional relationships with affluent customers in a branch environment.
  • Providing high quality investment advice for clients looking to invest between £50k and £500k.
  • Looking for ways to identify customers who may benefit from your advice, including by networking within the branch.
  • Deliver outstanding customer service.
  • Mentoring and coaching the wider branch team.

All the support systems and leading technology you need are in place to enable you to devote more time with clients and a sponsorship programme is available for you to achieve QCF Level 6 Chartered Status if you would like to develop your professional skills further.

You should hold the Level 4 Diploma qualification and have a minimum of 1 year experience within a regulated adviser role within the last 5 years.

In addition to a market leading salary of between £44,000-£50,000 plus bonus, there is a flexible benefits package for your individual selection.