| Description | The Financial Planning Manager (FPM) provides financial advice to our extensive customer base, utilising our multi-tied proposition, to achieve the branch networks Financial Planning targets through the sale of life, pension & investment products. The FPM spends the majority of their time dealing directly with new and existing customers to explore their current circumstances and future needs and objectives. They subsequently provide advice and products in a compliant and customer-focused manner according to the Bank’s ethos of ‘Treating Customers Fairly’. An ability to complete customer applications to a high standard is essential, completing in an accurate and timely fashion, following sales quality guidelines. A good FPM will also be able to cultivate an environment of lead support, by providing feedback and development to branch staff, increasing the profile of the services they offer within branches. As an FPM you will understand and promote business brand and values by a genuine commitment to‘Treating Customers Fairly, building long term relationships via the holistic financial planning approach. To succeed as an FPM, you will be driven, dedicated and determined to achieve/exceed goals and customerexpectations. You will be positive, resilient, adaptable, and focused, with the ability to build excellent ongoing branch relationships. The role also requires you to be a team player with the capacity to challenge when appropriate, conscientious, precise and accurate with quality and compliance processes. |
