Senior Financial Planning Manager

Location
England, West Sussex, Worthing
Salary
£50000 - £70000 per annum
Posted
22 Jan 2019
Closes
19 Feb 2019
Ref
13984578/001
Contact
Tom Camp
Sector
Practice
Contract Type
Permanent
Hours
Full-time
Level of qualification
Qualified

The focus on this role is to provide high-quality financial planning and investment management service to individuals and corporate entities within the parameters of the FCA. This role involves liaising with clients, understanding their needs, researching products and providers, liaising with the Paraplanners and presenting the findings and recommendations to the client to meet their needs.

Client Details

Senior Financial Planning Manager - Growing Business

Description

  • Contacting clients and arranging meetings
  • Conducting an in-depth review of the client's circumstances and both current and future aims
  • Analysing information and preparing plans to suit the client's requirements
  • Completing risk analyses
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Communicating clearly with clients and colleagues
  • Preparing and maintaining client files to a suitable compliance standard
  • Ensuring all compliance paperwork is present
  • Assisting in providing technical support
  • Coaching of team members

Profile

Will have excellent organisational skills

Will have the ability to work on own initiative and plan own workload

Will have a thorough understanding of all compliance regulations

Can demonstrate excellent written and verbal communication skills

Job Offer

£50,000 - £70,000