Sr. Manager leading financial planning, forecasting, and reporting processes at Taco Bell. Providing actionable insights to drive business performance through data - driven recommendations.
Responsibilities
- To manage clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process and Outliers reporting and Client Suitability requirements.
- To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
- To maintain good client relationships.
- To encourage a culture of compliance throughout the company.
- To manage (where appropriate) support staff in the delivery of their personal and team objectives and responsibilities.
- To develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications.
- To comply with the Consumer Duty to act to deliver good outcomes for clients.
- To maintain compliance with the honesty and integrity, training and competence and financial soundness requirements of the FIT and Proper Test for Approved Person and act in accordance with the FCAs Code of Conduct.
- To carry out any other duties as may reasonably be required.
- Adhere to consumer duty.
Requirements
- CISI Level 6 or Level 7 qualified, with a minimum of 5 years’ experience in Investment Management
- Strong and effective written and verbal communication skills.
- Exceptional interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
- Strong analytical and problem-solving skills with the ability to assess complex situations and make sound decisions.
Benefits
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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