Role details

Financial Planning Manager

Burnley   •   £45,000 - £49,999   •  Permanent

Bullet points

  • Exciting new opportunity for a Financial Planning Manager
  • Permanent role based in Burnley

About Our Client

Top Tier Global Bank - Voted One Of The Top 25 Best Companies To Work For

Job Description

Job Description

As a Financial Planning Manager, your main responsibilities will be

* Supporting the growth of the Financial Planning team

* Acting as an ambassador for the client, maintaining our reputation by driving excellent customer services

* Providing authoritative investment advice to our customers

* Identifying potential new customers in need of investment advice

* Taking control of your personal development

The Successful Applicant

Candidate Profile

Minimum skills required

* Previous position as a regulated adviser

* A QCF level 4 qualification

* Proven diagnostic, problem-solving, and decision-making skills

* A firm understanding of investment activity processes and regulations

* Confidence to take on new challenges and responsibilities

What's on Offer

The client is offering a competitive salary.

Apply for this job

Click the Apply or LinkedIn button below or contact Abbey Johnson PP quoting job reference 6137403
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