Financial Planning Manager (Nationwide Now) - Northampton

Financial Planning Manager (Nationwide Now) - Northampton

Full-Time On-site
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Introduction

We need

  • A Financial Planning Manager for our exciting Nationwide Now video link interview centre in Northampton
  • Potential Annualised Cash Earnings (including bonus) - £54,902 - c£76,073.
  • Base Salary - £41,535 - £53,073 p.a.
  • Excellent benefits including company car or equivalent allowance.
  • Send in your application by 01/08/2016.

Are you a customer focused advisor who goes that extra mile to exceed your customers’ expectations? Our advisers continue to thrive in the post-RDR world. Would you like to join this team?

We’ve just launched a pioneering new project in our Nationwide NOW business channel, which will be based in our Northampton Administration Centre. This new concept will change the way you interact with our customer by using high end video conferencing software which can beam you into our interview rooms across our 750 strong branch network. We have more branches joining the programme every week with the aim of 100% coverage for our 200 Branches which cover the length and breadth of the country. You’ll be able to do all of this from the comfort of your own desk, based in one of our largest Administration sites in Northampton. With the support of a close team and management sat close by.

We’ve been using this technology for some time now and our customers love the flexibility and service this technology offers.

Who we're looking for

As a minimum requirement you’ll;

  • be a level 4 qualified advisor (Diploma in Financial Advice)
  • positive, hands-on, intuitive, resilient, caring and commercially focused
  • be a natural at customer service, acting with integrity to give the customers what they need
  • maintain strict quality and compliance standards

Following the introduction of the Individual Accountability Regime (known internally as Strengthening Individual Accountability) we will require all successful candidates for roles that fall within the regime to undertake enhanced pre-employment screening checks. To find out more about the Individual Accountability Regime and further information about the pre-employment checks required, please click here.

Please note, pre-employment screening checks will only be conducted with your consent after the point of verbal offer and this will also apply to internal candidates moving into this role.

It would be nice if you also had;

  • experience in working within the financial sector

What you'll be doing

As a trusted Advisor you’ll work closely with your branch colleagues to identify customers’ financial planning needs. And through face-to-face customer meetings, you’ll offer honest, tailored advice that will help build long-term relationships and protect our customers’ families, futures and finances.

Underlining this will be your ability to demonstrate an intuitive and commercial mindset that leads to appropriate customer outcomes whilst applying stringent risk management and quality controls.

You’ll have access to a unique portfolio of market leading products that cover all aspects of advice including Savings, Investments, Protection and Inheritance Tax. We work closely with a number of providers including Legal & General and several fund managers which include M&G, BlackRock and Threadneedle.

We’ll provide a full support package and industry leading training that will enable you to be highly productive whilst putting the customer at the very heart of the advice you provide and ensuring your continued success.

All this combined with your experience and desire to share best practice that develops the people within your branch means your contribution will help inspire, influence and motivate everyone in the branch to optimise their performance.

To reinforce the emphasis on long-term relationships, our reward structure recognises and rewards your behaviours and outputs. Exceed our customer’s expectations and achieve outstanding customer outcomes and you’ll recognised for your performance.

Dependent on experience and track record your total cash earnings for meeting your key objectives will be circa £53,000 p.a. For high performing individuals who demonstrate exemplary behaviour, leading to professional and fair outcomes for our customer’s there is potential to earn around £100,000 p.a.

The extras you’ll get

If you put a lot in, it’s only fair you should get a lot out. So if you help us do the right thing for our customers, we’ll help further your career at Nationwide. As well as your salary there’s 24 days holiday increasing to 30 with length of service, you’ll also have the opportunity to ‘buy’ an additional 10 days. There’s life assurance (8x salary), a pension (if you contribute 7% we will top it up to 23%) and a recognition and rewards scheme. We think it’s a great place to work, and we’re not afraid of giving you praise when you’ve done well.

Why work for us

At Nationwide, we’re here for our members and we put their needs first in everything we do. And now, more than ever, two things are helping us go from strength to strength: we put our customers first, and we’re known for being open, honest and trustworthy.

We’re also the world’s largest building society, with communities at the heart of everything we do. We aim to do the right thing for our members which helps set us apart from our competitors. But we need good people to help us do it. People who understand what we believe in, and have the talent and drive to keep us successful.

Financial Planning Manager (Nationwide Now) - Northampton employer: Nationwide Building Society

At Nationwide, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and development. With flexible working options, competitive benefits including private medical insurance and a strong pension plan, and a commitment to recognising and celebrating achievements, we empower our team members to thrive both personally and professionally. Our Glasgow office fosters collaboration and innovation, making it an ideal environment for those looking to make a meaningful impact in the financial services sector.

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Contact Details:

Nationwide Building Society Recruitment Team