... Company Benefits Our client is a leading global
bank with excellent opportunities available various locations across the ... customers with a particular emphasis on protection and
investment products available. *The CFPM operates within a highly ... a) aligned with the strategic vision of the
Bank; b) compliant; and c) focused on customer need according to the FSA's guidelines on 'Treating Customers Fairly'. *All sales are accompanied by extensive pre-sale and post-sale paperwork that the CFPM must complete in an accurate and timely fashion. The CFPM also ensures regular, high quality leads from lead providers (e.g. Relationship Managers) through effective networking and raising the profile of the services they offer within branches. *On a day-to-day basis, you will: Support the Commercial Centre managers and assist in the development of less experienced Financial Planning Managers *Help resolve queries from management, staff and customers Identify coaching and development needs *Assess operational risks and address any ...
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