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 North Yorkshire including Malton
They are seeking to recruit a Financial Planning Manager for the Newcastle/Middlesbrough offices, as salaried adviser and to higher value / HNW clients.
The package is negotiable but c£43-46k basic plus servicing and NB bonus
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
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.
- Financial Services
- Wealth Management
- financial adviser