Financial Planning Manager
- Recruiter
- Newcastle Building Society
- Location
- Tyne and Wear
- Salary
- £36k + car allowance + bonus + benefits
- Posted
- 29 Jun 2015
- Closes
- 07 Aug 2015
- Sectors
- Accountancy, Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Newcastle Building Society's vision and values. We have been helping members buy their own homes and make the most of their savings for more than 150 years.
Newcastle Building Society (NBS) is one of the UK’s largest regional building societies and is a major employer in the North East. Newcastle Financial Services Limited (NFSL) is a wholly-owned subsidiary of NBS and is committed to providing financial advice to all on the high street.
NFSL is currently undergoing an exciting expansion so it can grow availability and awareness of financial advice in the region and is introducing a number of new roles to support these plans.
Job Title: Financial Planning Manager
Hours: 35 per week +
Salary: £36k + car allowance + bonus + benefits
Location: Tyne and Wear
The role will expand our existing adviser team and be based in the NBS branch network reporting into one of our Divisional Sales Managers. Your key responsibility will be to advise on a range of regulated financial services products under our Appointed Representative relationship with Openwork.
Responsibilities include:
- Delivery of holistic financial planning advice for customers.
- Maintaining a robust client review service.
- Establish and maintain excellent relationships with branch colleagues.
- Delivery of key business and quality KPIs.
As a commercially focused QCA Level 4 qualified financial adviser, you will demonstrate strong interpersonal and communication skills with a proven track record for achieving and exceeding new business and customer service expectations. You will have the ability to motivate and support others, demonstrate high standards of quality and compliance and possess the ambition to succeed in a thriving environment.
Please send your CV or application to recruitment@newcastle.co.uk
For more information visit: www.newcastle.co.uk