Information:
Job Vacancy Details
Financial Planning Manager
Retail Banking
London
Permanent ⁄ £25000 - £31000
Updated July 21, 2008
The purpose of a Financial Planning Manager (FPM) is to work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets
Who we're looking for
My client needs someone with:
• Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
• A proven track record within regulated financial services is a pre-requisite.
• Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
• Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
• Minimum 3 years industry experience<BR>• Ability to make an impressive impact with customers
• Able to make an immediate presence with segment customers to build credibility
• Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
• Satisfy the FSA criteria for an approved person both initially and ongoing
About our client
We cannot talk about culture without talking about my clients brand. The brand is the look and feel of the company. It's how the company appears to customers and potential customers. Having a strong brand helps to raise awareness, making it more likely that my client will be their first choice for financial services.Their brand also nurtures loyalty so customers keep coming back.
Companies with successful brands promise - and deliver - consistently higher levels of service than their rivals.My client has an extremely powerful brand image, partly due to the reputation and trust that comes with more than 300 years of banking history and partly due to its experience and expertise.
In what is a fiercely competitive marketplace, building customer loyalty through strong relationships, and providing the best possible financial solutions is vital. Understanding and actively promoting the brand is at the heart of that.
What's on offer
Basic Salary £25k to £31k + LW + Company Car/Allowance + Performance related bonus + pension scheme
Michael Page Contact
For further info, apply or phone on +44 (0)20 7269 2503.
Job Ref: 12988339
Your application will be sent to Nicola Park.
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