Bus Financial Planning Advisor

Our client is one of the world's largest banking and financial services organisations and they have a fantastic opportunity for Financial Planning Advisor to join their commercial team in Bognor Regis. Are you looking for a challenge in working for an international organisation providing local support and advice to customers? If so, this is your chance….Competitive salary/Commission and excellent Benefits.

Job Description
The Business Financial Planning Advisor provides financial advice and tied services to Business Banking customers ranging from start-ups to existing businesses up £2m turnover with a particular emphasis on protection and investment products available. The BFPA operates within a highly complex and demanding environment and 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 that are
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’.

The BFPA ensures regular, high quality leads from lead providers (e.g. Local Business Managers and Business Specialists through effective networking and raising the profile of the services they offer within branches.

On a day-to-day basis, you will:
• Support the Local Business Managers and assist in the development of less experienced Financial Planning Advisors
• Help resolve queries from management, staff and customers
• Identify coaching and development needs
• Assess operational risks and address any areas of concern with line management or relevant department

It is not neccessary to have B2B experience.
It is essential that you have CAS status.

To succeed as a Business Financial Planning Advisor, you will have a consistently positive attitude, remaining calm even when under heavy pressure. You will be driven, dedicated and determined to achieve and exceed goals and customer expectations. There are opportunities to develop good working relationships with others and you are likely to enjoy relating to others. As a Business Financial Planning Advisor you will be a team player with capacity to challenge when appropriate.