Senior Financial Planning Manager
- Recruiter
- Michael Page
- Location
- Worthing, West Sussex
- Salary
- £50000 - £70000 per annum
- Posted
- 22 Jan 2019
- Closes
- 22 Feb 2019
- Ref
- 13984578/001
- Contact
- Tom Camp
- Sector
- Management consultancy
- Contract type
- Permanent
- Hours
- Part time
- Experience level
- Manager
The focus on this role is to provide high-quality financial planning and investment management service to individuals and corporate entities within the parameters of the FCA. This role involves liaising with clients, understanding their needs, researching products and providers, liaising with the Paraplanners and presenting the findings and recommendations to the client to meet their needs.
Client Details
Senior Financial Planning Manager - Growing Business
Description
- Contacting clients and arranging meetings
- Conducting an in-depth review of the client's circumstances and both current and future aims
- Analysing information and preparing plans to suit the client's requirements
- Completing risk analyses
- Researching the marketplace and providing clients with information on new and existing products and services
- Communicating clearly with clients and colleagues
- Preparing and maintaining client files to a suitable compliance standard
- Ensuring all compliance paperwork is present
- Assisting in providing technical support
- Coaching of team members
Profile
Will have excellent organisational skills
Will have the ability to work on own initiative and plan own workload
Will have a thorough understanding of all compliance regulations
Can demonstrate excellent written and verbal communication skills
Job Offer
£50,000 - £70,000
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