We are currently working with a leading High Street bank who are looking for a Commercial Financial Planning Manager to join their expanding Team
The Role
The range of products we offer is extensive and covers corporate protection & investments, group pension products & an extensive individual product portfolio. In summary, we deliver the appropriate products, to the relevant customer, by the most effective channel and at a convenient time and location to them. Building, maintaining and developing mutually beneficial relationships with our parent company, in order to develop strong sales opportunities in the corporate business arena.
Skills and Experience.
- Full FPC
- Minimum 2 years in the finance industry
- To hold or have held Competent Advisor Status within the past 12 months
- No CCJs against your name
- History of successful personal sales
- Experience of relationship building using introducers
- Previous experience of working within the corporate market
- AFPC /ACII / other professional qualification
- A knowledge of regulated products across the corporate market
- Experience of IHT Planning and Exit Planning
In return this position is paying a basic salary of £35,000 - £45,000 with an OTE of £80,000+
