Financial Planning Manager - Premier Direct, Sales and Service

The role is a client facing position managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role is required to fulfil wealth needs of clients directly based on referrals, through wealth products and services directly to the client.

• To provide financial planning service to both new and existing customers by identifying customer needs, and where appropriate, proposing solutions and services to fulfill those needs through regulated products available through the Group and third parties.
• Achieve Sales Performance Standards & Key Performance Indicators in a compliant manner.
• Support and work closely in partnership with PRMs in the achievement of the plan, both country AOP and their own Key Performance Indicator's.
• Review the po...