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Financial Planning Manager

  • Posted By: Switch Recruitment Services
  • Address:
  • Date Posted: 3rd Sep 2010
  • Salary: £25-35k Basic
  • Location: Lancaster
  • Reference Code:
  • Views Since Posting: 52
  • Full Description:


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.

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