Financial Planning Manager - Dorchester/Sailsbury
- Salisbury, Wiltshire
- £27,000 - £33,000 per annum
- 0 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21173671
Financial Planning Manager
We are seeking to recruit a branch based Financial Planning Manager to work for our client, who are a very well established life office within the UK. As a household name they work in-partnership with leading banks and building societies and offer a wide range of Investments, Savings and Protection products.
The successful applicant would cover the above branch and be responsible for servicing and advising the large existing client bank plus generated leads on a face to face basis.
You would therefore be responsible for advising to retail and professional clients across the full product range of Investments & Protection to the pre-booked appointments, leads and referrals from branch staff.
The successful applicant MUST be FPC3/CeFA/CF1-5 qualified, ideally a currently authorised financial planner, with a sales track record and a desire to provide strong financial advice.
In return you will receive a basic salary between £30-35k plus bonus with genuine £50k OTE plus benefits in addition to strong sales and management support. All diploma exams are paid!
