Financial Planner - Birmingham
Only for registered members Birmingham, United Kingdom
1 month ago
* This salary range is an estimation made by beBee
Job summary
Join us as a Financial Planner to manage the investment needs of our private banking customers, providing wealth management advice for wealth structuring, investments, bonds, and protection.
Responsibilities
- Identify high potential prospects and acquire new criteria client relationships.
- Use communication skills and expert knowledge to deliver outstanding client service every time.
- Build, manage and enhance the client relationship management process.
- Provide wealth management product advice and sales to customers in private wealth and private banking.
- Keep up-to-date with financial markets and macroeconomic news.
Qualifications
- Hold a CISI Level 4 certificate or equivalent.
- Have experience in giving financial planning advice.
- Hold investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
Job description
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