Financial Planning Manager
- Recruiter
- Hays Accountancy and Finance
- Location
- England, West Midlands, Solihull
- Salary
- £40000.00 - £47000.00 per annum
- Posted
- 26 Apr 2017
- Closes
- 03 May 2017
- Ref
- 3013351
- Contact
- Samantha-Jane Robinson
- Job Title
- Financial Planning and Analysis
- Category
- Banking and Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Financial Planning Manager
Your new company
My client is one of the world's most successful banks with a proven global Wealth Management model. My client's Wealth Management Division is expanding rapidly and they have an immediate requirement for an experienced Financial Planning Manager to come and join their Wealth Management Division across Birmingham
Your new role
As a Financial Planning Manager, you'll be key in developing relationships with their affluent customers within a friendly branch environment.
Through 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.
Supporting the growth of the Financial Planning team
Acting as an ambassador for Santander, maintaining our reputation by working in close partnership with our Retail colleagues to meet customer's need
Providing authoritative investment advice to our customers
Identifying potential new customers in need of investment advice
Taking control of your personal development though the Wealth Management development programme
What you'll need to succeed
QCF Level 4 qualified
A minimum of 1 year experience within a regulated adviser role within the last 5 years
Strong problem solving and decision making skills
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.