Financial Planning Manager - Solihull
Financial Planning Manager
Your new company
A global retail and commercial bank with more than 102 million customers
Your new role
As a Financial Planning Manager, you'll be key in developing relationships with their affluent customers within their friendly branch environment.
Through our nationwide branch networks you'll have access to Wealth customers looking to invest between £50k and £500k, providing them with high quality investment advice to meet their needs.
With an innovative range of award-winning products, access to our Fund Managers and first hand insight and updates from our Asset Management team, we truly stand out in the UK.
What you'll need to succeed
QCF Level 4 qualified
A minimum of 1 year experience within a regulated adviser role within the last 5 years
Strong problem solving and decision making skills
The ability to work flexibly to meet our customers' needs
A good understanding of the regulatory environment, ensuring you comply with regulatory requirements
What you'll get in return
Pension with generous contributions from Santander
27 days Holiday plus bank holidays, with the option to purchase up to 5 additional days per year
Voluntary healthcare benefits at discounted rates such as Private Medical insurance, Dental, Healthcare Cash Plan and Health assessments
24/7 access to an online employee discount platform. Save money on everything from groceries, electronics, fashion, holidays and much more.
Benefits supporting you and your family, such as childcare vouchers, voluntary life assurance and critical illness, share schemes and charitable giving.
Company Car if undertaking more than 8,000 business miles per year
Get an all-inclusive (just add fuel) brand new car through our salary sacrifice car scheme
Excellent employee recognition schemes, be rewarded for demonstrating great behaviours
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.