Our client is one of the UK's leading and most stable banking organisations and as a result of continued expansion we are currently recuiting for a Financial Planning Manager to join their branch network.
Responsibilities:-
- Pro-actively generates new business, working with branch & area sales management teams on outbound proactive initiatives to produce more business.
- Identify and recommends 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.
Ideally candidates will be CAS Status.
- Proven track record in achieving sales.
This is a fantastic opportunity for enthusiastic and motivated individuals to join a stable and growing organisation. Candidates will also receive a competitive basic salary of £25-35k plus an excellent benefits package including car or car allowance, award winning pension, private healthcare, 27 days holiday and an excellent uncapped OTE to name a few.
