Financial Planning Manager
- Recruiter
- Anonymous
- Location
- Christchurch
- Salary
- Competitive
- Posted
- 22 Jan 2019
- Closes
- 19 Feb 2019
- Sectors
- Construction & Skilled Trades, Planning
- Contract Type
- Permanent
- Hours
- Full Time
Financial Planning Manager
Up to 40,000
Christchurch
Working for one of the UK's most well-known banks you will be responsible for;
* Advising, servicing and building customer relationships
* providing solutions through the streamlined investment advice proposition
* Meeting all needs and providing advice to new and existing customers
* Giving appropriate advice to ensure customers are
* Acting as a link between different areas of the business
Key Duties and Responsibilities;
* Champion the fair treatment of all customers
* Adhere to advice and submission quality standards
* Proactively manage conduct risk by reviewing personal key indicators and wider
* Safeguard / remediate customers and minimise risk to the business
* Ensure company complaints procedure is followed
* Deliver consistent and suitable outcomes for customers within the boundaries of investment advice guidelines
* Maintain and create customer loyalty by personally delivering exceptional customer service
* Share knowledge with colleagues
* Contribute to the development of a dynamic team environment
* Identify, analyse and recommend appropriate products and services to meet agreed customer needs
* Supporting other teams to deliver an excellent customer experience
The ideal candidate will have;
* Experience working within a branch for a bank or building society
* Proven problem solving and decision making skills
* A proven track record in achieving customer and commercial expectations in a branch environment
* The ability to manage loyal customer relationships and works collaboratively with key stakeholders across the business
* An approachable attitude
* The ability to interpret a financial information to ascertain the client's needs and deliver appropriate solutions
* A comprehensive knowledge and understanding of financial markets
* Be willing to work flexible hours to meet customer needs
Qualifications required;
* Full QCF Level 4 Financial Planning Diploma or be willing to work towards this
* A minimum of CII exams R01 and R02 to be eligible for this role
* A full UK driving license is desirable
Up to 40,000
Christchurch
Working for one of the UK's most well-known banks you will be responsible for;
* Advising, servicing and building customer relationships
* providing solutions through the streamlined investment advice proposition
* Meeting all needs and providing advice to new and existing customers
* Giving appropriate advice to ensure customers are
* Acting as a link between different areas of the business
Key Duties and Responsibilities;
* Champion the fair treatment of all customers
* Adhere to advice and submission quality standards
* Proactively manage conduct risk by reviewing personal key indicators and wider
* Safeguard / remediate customers and minimise risk to the business
* Ensure company complaints procedure is followed
* Deliver consistent and suitable outcomes for customers within the boundaries of investment advice guidelines
* Maintain and create customer loyalty by personally delivering exceptional customer service
* Share knowledge with colleagues
* Contribute to the development of a dynamic team environment
* Identify, analyse and recommend appropriate products and services to meet agreed customer needs
* Supporting other teams to deliver an excellent customer experience
The ideal candidate will have;
* Experience working within a branch for a bank or building society
* Proven problem solving and decision making skills
* A proven track record in achieving customer and commercial expectations in a branch environment
* The ability to manage loyal customer relationships and works collaboratively with key stakeholders across the business
* An approachable attitude
* The ability to interpret a financial information to ascertain the client's needs and deliver appropriate solutions
* A comprehensive knowledge and understanding of financial markets
* Be willing to work flexible hours to meet customer needs
Qualifications required;
* Full QCF Level 4 Financial Planning Diploma or be willing to work towards this
* A minimum of CII exams R01 and R02 to be eligible for this role
* A full UK driving license is desirable