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You will be responsible for providing banking clients with financial planning solutions across the spectrum of advice areas, including pension provision, life and income protection, wealth management and savings. To work within a tight legislative framework delivering the highest levels of customer service and advice, complying with best practice principles of "knowing your client."
Candidates should be qualified to FPC 2 level as a minimum (or equivalent) and be able to evidence a successful sales track record. Applicants should also be able to relate to a wide range of individuals ranging from private banking clients to High Net Worth and representatives of Corporate bodies. The role demands a commitment to delivering outstanding customer service, combined with a strong desire to acheive baseline results.
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