Financial Planning Manager / IFA

Company Name: Matthews and Gray
Location: Nationwide, United Kingdom
Job Category: Banking / Mortgage
Job Type: Full Time- Direct Hire
Salary: 30,000 - 100,000 British pound (GBP)

Emma Matthews
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Required Skills & Job Description

Must Have Skills: The Person • FPC3 or CEFA Qualified • Minimum 6 months post - "Competent Advisory Status” • Successful sales experience in the financial industry • Knowledge of general financial services industry and its regulatory requirements
Education: Some High School Coursework

Description:

Matthews and Gray have been retained for several large organisations to resolve their Executive Recruitment needs. If you are looking for a role within Banking and Financial Services apply now


The Company
One of the UK’s largest financial institutions, they have over 40 million customers in 50 different countries. Their aim is to provide an individual service to each of their customers.
The Job

- To work closely with branch colleagues 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 introducers and managers to deliver/enhance customer proposition

- Collaborate with colleagues to maintain/develop excellent relationships with lead providers/branch teams
- Provide feedback/coaching to staff in relation to their performance/objectives in a positive and timely manner
- Plan and monitor performance against individual objectives and overall sales targets. Where appropriate, plan and implement remedial actions
- Regularly deliver a robust communication to your branch teams on opportunities, initiatives and results
- 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 timeously
- Actively maintain a broad and detailed technical knowledge in respect of regulations, compliance, products, processes and market awareness
- Prepare and participate fully in all 1:1/development and activities which assist with achieving PDP objectives and retain accurate records of CPD
- Adhere to Fitness & Proprietary requirements and participate fully in all assessment requirements to maintain authorisation
The Person

- FPC3 or CEFA Qualified
- Minimum 6 months post - "Competent Advisory Status”
- Successful sales experience in the financial industry
- Knowledge of general financial services industry and its regulatory requirements
- Ability to relate to a wide range of people, including teams and line managers and demonstrate a range of communication styles
- A successful team player
- Computer literate
- Proven application of compliant sales
- Ability to plan and organise workload and complete paperwork to required standards
- Ability to identify self-development needs and implement skills and knowledge gained
- Driving licence (no more than 6 current points)
- Meets all requirements as laid down in recruitment and referencing criteria

Apply for this Job

Contact Information Company Name: Matthews and Gray Contact Name: Emma Matthews Contact Number: Company Website: www.matthewsandgray.co.uk Additional Benefits: Car or car allowance, Pension, Health insurance, Commission, Min 25 days holiday. Ongoing training and support Company Description: Matthews and Gray are Recruitment Consultancy specialising in Banking and Finanical services recruitment Date Posted: 2010-03-03 06:59:10