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Financial Planning Manager, Business In Edinburgh

Apply Online or search for other Bancassurance jobs in Edinburgh

Advising Business Clients on Financial Services Products

  • Salary : Depending on experience
  • Full/Part Time : Full Time
  • Job Contract : Employed
  • Job Ref# : FPMB243
  • Job Posted : 29th September 2015

Financial Planning Manager, Business in Edinburgh - Edinburgh // Edinburgh

Financial Planning Manager Business
Salary £27,800 - £41,700 Banking Benefits, Car, Pension and Guaranteed Bonus.

To work closely with Business Relationship Managers to plan and manage activities to exceed individual sales targets through the provision of suitable advice (on Financial Planning and appropriate Retail products) to customers. To ensure achievement of regulatory and company compliance standards. To work with Retail colleagues to deliver/enhance customer proposition. Prepare thoroughly and undertake compliant customer interviews in order to recommend and sell suitable Financial Planning products. Adhere to the company defined sales process, in order to analyse information obtained, prepare recommendations and provide suitable advice. Ensure all documentation relating to the sales process is completed fully, accurately and timely.

Average annual bonus earning £32,000.

Key Skills
FPC3 or CEFA Qualified, with a commitment to complete AFPC. Minimum 6 months out of the last 24 with

You are currently applying for the role : Financial Planning Manager, Business in Edinburgh

Candidates must be eligible to work in the United Kingdom or hold a valid work permit as well as being available to attend an interview at short notice.

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