Financial Planning Manager - Banbury

Recruiter
Hays Talent Solutions
Location
Banbury
Posted
13 Jul 2017
Closes
27 Jul 2017
Job role
Accountant

Financial Planning, Financial Planning Manager, Financial Planner


Our Client, a leading International Bank, is currently recruiting for a Financial Planning Manager to join their Wealth Management team in Banbury. Within this job you will be responsible for developing positive relationships with affluent customers who may be looking to invest large sums of money. These relationships will be built throughout the banks already successful branch network as you act as an ambassador of the company brand.

Day-to-Day Duties:

  • Supporting the overall growth of the company's Financial Planning team
  • Work closely with retail colleagues to ensure the brand reputation is maintained and improved
  • Identify potential new customers in need of investment advice
  • Provide authoritative investment advice to existing customers


The Ideal Candidate:

  • Will be QCF Level 4 qualified as a minimum
  • Hold 1 years' experience within a regulated advisor role
  • Demonstrate strong problem solving and decision making skills
  • Be able to show a good understanding of the regulatory environment to ensure yours the companies compliance with these requirements

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This job was originally posted as www.totaljobs.com/job/75040380