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Senior Financial Consultant - Portsmouth

  • Portsmouth, Hampshire
  • £27,000 - £33,000 per annum
  • 1 application
  • Job type: Permanent, full-time
  • Date:
  • Reference: 21173744

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 and bank, they 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 £33- 43k plus bonus with genuine £55k OTE plus benefits in addition to strong sales and management support.   All diploma exams are paid!

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