Financial Planning Manager
- Recruiter
- Recruiting UK
- Location
- Middlesbrough
- Salary
- Competitive
- Posted
- 11 Apr 2018
- Closes
- 09 May 2018
- Sectors
- Construction & Skilled Trades, Planning
- Contract Type
- Permanent
- Hours
- Full Time
Financial Planning Manager / IFA
Our Client is a very well established financial services organisation and offer a wide range of Investments, Savings and Protection advice to their large client base. The area is for Middlesbrough
They are seeking to recruit a Financial Planning Manager for the above area, as salaried adviser and to higher value / HNW clients.
The package is negotiable but cGBP43-46k basic plus servicing and NB bonus
Candidate
The successful applicant with need to be experienced in face to face advice and in advising across Protection and Investments/Savings and Pensions Freedom. Experience as an adviser and Diploma/Level 4 qualifications are essential
Position
You will provide holistic financial advice to the existing portfolio plus warm leads on a face to face basis in order to attain set RDR client service and new business targets.