Financial Education Team Planner Job in birmingham

Financial Education Team Planner Job in birmingham. Apply for the latest birmingham jobs in Accounting/Financial/Insurance.

Financial Education Team Planner Job in birmingham

Job Description
Our clients are looking for a Financial Education Team Planner to join their growing team. This individual will drive financial education delivery to a range of corporate clients, working within a collaborative team to deliver best practice level service and identify and co-ordinate advice opportunities across the wider group.

The ideal individual will work remotely.

As a Financial Education Team Planner your role will involve:

Developing, with the director, the strategic vision for the development of the Division.

Implementing and co-ordinating the delivery of the strategic plan.

Delivering the financial education framework to clients

Manage the delivery of Financial Education to clients ensuring engagement that meets the clients' requirements

Coordinate with other departments to deliver best practice level service to clients.

Identify opportunities to introduce to other Financial Planners for additional services, developing cross departmental servicing mechanism.

Keep up to date with industry developments

Develop personal training and competencies, furthering knowledge, experience and progression within the firm

Be a strong advocate for the Radiant Financial Group and its principles of high level service

To be considered for this Financial Education Team Planner role, you must have:

Demonstrable success in delivering quality client service.

Experience in working within a financial planning environment, preferably fee based. 

At least 3 years financial planning experience

Ideally University qualified or equivalent industry experience

Appropriate FCA qualifications – AQA level 4 or SCQF 8

Certified/Chartered Financial Planner

Sound technical advising knowledge to current legislative, industry, products and corporate standards.

Excellent communication skills both written and verbal.

Good planning and organisational skills

Sound problem solving skills, taking a client focused approach

Highly motivated, especially with regards to personal and professional development

Good interpersonal skills and relationship building

Computer literacy

Working hours:

As a Financial Education Team Planner you’ll be required to work 8:45 – 5:15 Monday to Friday. You'll have flexibility to work from home

Our client is offering the successful Financial Education Team Planner:

Up to £50,000 basic depending on experience

28 days holiday + closure for Christmas

An extra day off for your birthday

Shopping discounts

Death in Service

24/7 GP

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

Job Type: Permanent, Full Time
Location: birmingham
Category: Accounting/Financial/Insurance
City: Birmingham
County: West Midlands (County)
Country: United Kingdom
Salary: £40000 – £50000/annum
Benefits: