Job Title: Financial Planning Manager

Band: Negotiable

Department: Sales

Reports to: Area Manager/Team Leader / Operations Manager

Main purpose of job

To achieve individual sales targets through leads generated by the branch staff across the field of regulated products.

To act with due diligence and care and to represent both LFS Ltd. and LBS in a fit and proper manner with utmost professionalism.

To maintain Key Performance Indicators in line with regulatory requirements.

To attend all necessary training and achieve Competency with in the regulators guidelines.

Reporting Structure

You will be responsible to your Area Manager/Team Leader and in his/her absence report directly to the Operations Manager. In the absence of either you will report to the Head of Financial Services. If necessary, "locum" arrangements will be made and you will be notified accordingly in such an event.

You will be expected to work closely and liaise with the Branch Manager.

Hours of Work

You will be expected to be flexible in your approach and to work a minimum of 35 hours per week and be available for consultations on a Saturday and occasionally evenings.

Business Development

You will be expected to maximise the opportunities for business by;

Developing the leads provided by the branch team.
Carry out regular periodic reviews of your clients in line with "best advice" guidelines.
To develop both mortgage related and general insurance leads for the branch staff.
Gain referrals from clients for potential new business.
To strive to achieve production targets as set by the Company.

Training & Development Matters

You will be required to attend all relevant training as required by Norwich Union in order for you to fulfill your role of Financial Planning Manager.

You will be responsible for your own Compliance issues and be expected to maintain your KPI’s in accordance with company requirements.

In accordance with "Developing Excellence" your line manager will do all within his powers to ensure your personal development is maintained and that you will be given opportunities to develop your career further with the Company.

You will be expected to attend the Branch Training session on a regular basis and have positive input into that session.

Administration and Selling Practices

You will be expected to update all relevant literature as and when required by Norwich Union and the Society.

To present information to customers in a clear, precise and understandable manner.

Carry out your role as Financial Planning Manager in accordance with the Norwich Union Selling Practices.

Provide cover for your Financial Planning Manager colleagues in the event of sickness or extended leave at their place of work.

To maintain accurate records at all times and to ensure that in your absence, those records are kept secure and confidential.

Be aware of the "complaints procedure" in accordance with the regulators guidelines.

In accordance with "developing excellence" you will be expected to strive towards achieving the Core Competencies for non management staff.

For more information on the above position please telephone the Human Resources department on: 0113 225 7654

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