This job has ended. Find similar jobs.

Financial planning manager - Award winning company!

  • Dorchester, Dorset
  • £25,000 - £30,000 per annum
  • 1 application
  • Job type: Permanent, full-time
  • Date:
  • Reference: 21132918

My client have been awarded 'One to watch' Best Companies Accreditation in recognition of their commitment to employee engagement and awarded for having an honest and engaging approach, emphasising that the customer is at the heart of everything they do.

They have got an exciting opportunity to recruit a Financial planning manager to support a corporate partnership between two well established financial companies. This role covers the area of Dorchester and Salisbury.


To be considered for this role, our client requires a fully FPC/Cefa qualified financial advisor or IFA who has CAS, Level 4 diploma or both. You will have current experience of working in financial services (preferably bancassurance)and a strong knowledge of current market trends. As well as having fantastic communication skills, you will be confident in liaising with High net worth clients and customers from a diversity of backgrounds.

This role may require a small amount of travel to meet the needs of the business and client, so flexibility and effctive time management is essential.

In return, my client offer one of the best bonus structures in the market and have a strong customer ethos and a clear focus on areas of growth, making them better prepared for the future and resulting in them achieving a place in the top 25 best big companies to work for 2011 and 2010 and opening up more opportunities for their staff.

They offer a salary of up to £30000 +uncapped bonus, benefits and a fantastic car allowance.

If you believe that this role is the gateway to you achieving a highly successful and rewarding career then send your CV to us today.

Sponsored links