Job Details
ROLE
Your role is to provide financial advice to the extensive customer base of this leading high St bank utilising their multi-tied proposition, to achieve the branch networks Financial Planning targets through the sale of life, pension & investment products. You will deal directly with new and existing customers to explore their current circumstances and future needs and objectives, and cultivate an environment of lead support, by providing feedback and development to branch staff.
QUALIFICATIONS
You must be FPC3 or CEFA Qualified, with a commitment to complete AFPC, with "Competent Adviser Status". You should have a proven track record in delivering results and a proven compliance record, with a genuine commitment to "Treating Customers Fairly ".
PACKAGE
This role includes a company car/allowance and a very competitive benefits package and offers uncapped earnings potential for an experienced financial planning manager looking to further their experience and career.
If you want to find out more about this role, please ring Steve Redmond for an informal chat on 07879 690485.
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