Financial Planning Manager-Employed-All Clients

Posted 22 September by Resource Matters

Financial Planning Manager-Employed-All Clients

Award Winning Firm

Basic Salary £45,000-£50,000 OTE £100,000

Uncapped Sales Incentive (Paid monthly)

Quality clients provided

Attracting and rewarding top performers, our client has an opportunity for a talented and dynamic, diploma qualified, Financial Adviser/Financial Planning Manager, to provide advice to their loyal existing customers. The opportunity includes excellent lead support together with a market leading remuneration package plus much more.

Having won multiple prestigious awards and with an outstanding reputation and strong heritage of brand loyalty, our client is well known for providing a personal and quality service. Furthermore, our client is making a huge investment to maximise the largely untapped potential.


  • All clients supplied
  • Technical and Para Planning enabling the adviser to maximise time with clients
  • Excellent sales Support
  • Access to a comprehensive and tailored product range
  • Point of sales technology
  • Client development support
  • Managerial support

You will need to have:-

  • QCF level 4
  • Experience in providing high quality financial advice in an Advisory role covering protection, pensions & investments
  • Strong relationship management and establish credibility and trust quickly
  • Strong customer and sales focus

Market leading remuneration package includes:

  • Basic salary £45,000-£50,000
  • Income guarantee for top performers for year 1
  • Uncapped sales incentive scheme paid monthly
  • OTE £100,000
  • Other income generating avenues.
  • Group bonus scheme
  • Car allowance

This position would be suitable for a highly professional, driven and experienced Financial Adviser/Financial Planning Manager looking to progress their career, earnings, access to quality clients and enjoy longevity in a role.

Required skills

  • HNW
  • Investments
  • Pensions
  • IFA
  • Financial Adviser

Application questions

Are you Level 4 Diploma qualified?
Are you CAS?
Do you hold your SPS?

Reference: 36178142

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