Our client is one of the UK's leading banking organisations and as a result of continued expansion we are currently recuiting for several Corporate Financial Planning Managers to join their branch network.
Responsibilities:-
- This is a Tied role advising the banks small business customers, who have up to £1m turnover.
- Working closely with a team of Relationship Managers who will supply all leads, you will be expected to conduct 12 appointments each week
- Identify and recommend products and services to meet agreed customers objectives and maximises all sales opportunities, utilising the full range of products available.
- Customer relationship management, providing excellent service through building and maintaining long term relationships.
Experience:-
- Candidates need to be Fully FPC / CeFA or equivalent Qualified.
- Knowledge of a range of products including pensions, general insurance and investments etc.
- Candidates need to currently hold CAS Status.
- Proven track record in achieving sales.
This is a fantastic opportunity for enthusiastic and motivated individuals to join a stable organisation. Candidates will also receive a competitive basic salary of £30-45k plus an excellent benefits package including car allowance of £4500, pension, private healthcare, 28 days holiday and a realistic £100k+ OTE.
