Financial Planner
- Recruiter
- Nelson Scott LLP
- Location
- Milton Keynes
- Salary
- Competitive
- Posted
- 17 Feb 2017
- Closes
- 08 Mar 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Degree desirable with CII Diploma in Regulated Financial Planning completed (minimum requirement)
Additional relevant Diploma-level modules should also be considered
Fully responsible for managing FP advisory managed clients in accordance with the Group policies and procedures.
Ensure adequate systems and resources are in place to provide an efficient service to all clients.
Maintain strong client relationships, often with referrals for new business.
Have a good understanding of the group strategy and Branch/Team business plan.
Actively participate in Business Development activities and encourage Team engagement.
To raise awareness of and promote the good the company in the local area.
Have a strong understanding of and the ability to explain the team/branch profitability model and provide timely feedback to team members on progress against targets where appropriate.