Financial Planning Manager

CFP-Jobs
Ref#

CB9151

Job Description

Organisation Description

A leading Bancassurer is looking for a Financial Planning Manager for the Selby area. Basic salary between £26k - £31k depending on experience with genuine opportunity to earn up to £100K. Other benefits include company pension scheme with client contributing17%, car scheme, BUPA, death in service, private healthcare and 27 days holiday.

Job Description

The successful individual will be in a target driven role, providing holistic Financial Planning Advice to high net worth clients. As well as being responsible for building relationships with branch staff and customers.

Person Specification

Our client will be looking for individuals who are professional, highly motivated and have Financial Advising and sales experience. The full Financial Planning Certificate (or equivalent) and Competent Adviser Status are essential.
Naturally outgoing, your personality will enable you to rapidly establish your credibility with clients and colleagues alike. A commitment to the highest standards of openness is also essential.



Apply for this job online or by email

Salary

£26000.00 p/a

Contact Name

Gary Gove

Telephone

Always mention ujob.co.uk when applying by phone or post !

08707668565

Email

Click here to apply for this position by email

Location

South Yorkshire

Sector

Banking Insurance Finance

Recruiter

CFP-Jobs

Page Views

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Financial Planning Manager

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