Financial Planning Role
As a Financial Planning Specialist, your key responsibility will be to provide expert financial guidance to customers. This involves offering bespoke advice on their individual needs, including protection, investments, savings and pensions.
You will work closely with regional and local management to achieve the bank's business and financial goals. A strong understanding of financial planning products is essential for this role, as well as a moderate knowledge of other relevant product lines.
* Deliver high-quality financial planning advice to customers
* Collaborate with senior team members to drive business growth and profitability
* Develop and manage client portfolios to grow assets under management and increase wealth income through tailored financial planning services
Key Requirements:
* Hold a professional qualification in Financial Services (e.g. QFA)
* Possess a Certified Financial Planner designation or be willing to pursue it upon appointment
* Demonstrable experience and knowledge of the financial planning industry
This role operates within the Fitness & Probity Regime and Individual Accountability Framework, which outlines specific requirements applicable to this position.