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Financial Planning Manager - (Exeter)

Posted 13 March by Recruiting UK Easy Apply Ended

Financial Planning Manager / IFA

Our Client is a very well established financial services organisation and offer a wide range of Investments, Savings and Protection advice to their large client base. The area is for Exeter

They are seeking to recruit a Financial Planning Manager for the Exetere offices, as salaried adviser and to higher value / HNW clients.

The package is negotiable but c£43-46k basic plus servicing and NB bonus

Candidate

The successful applicant with need to be experienced in face to face advice and in advising across Protection and Investments/Savings and Pensions Freedom. Experience as an adviser and Diploma/Level 4 qualifications are essential

Position

You will provide holistic financial advice to the existing portfolio plus warm leads on a face to face basis in order to attain set RDR client service and new business targets.

Required skills

  • Financial Services
  • Protection
  • Wealth Management
  • IFA
  • financial adviser

Reference: 34675614

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