Financial Planning Manager - Banbury

Hays Talent Solutions
13 Jul 2017
27 Jul 2017
Job role

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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