Job Reference: FPM/LKM
Salary: £competitive basic + excellent uncapped earning potential !
Job Type: Financial Planning

 

Financial Planning Manager / Advisor - Bancassurance

Full CeFA / FPC required

The role of a Financial Planning Manager / Advisor:

You’ll offer advice and multi-tied services to customers with a particular emphasis on mortgage, protection, general insurance and investments products, available through the UK branch network. Providing an objective, professional and personalised service based on their individual needs, you’ll ensure that customers understand what’s being offered and how they can benefit.

Maintaining and sharing an up to date knowledge of internal and competitor products, you’ll also support branch colleagues in achieving their goals. And, networking with providers to ensure regular, high quality leads, you’ll raise the profile of the services they offer within branches.

To succeed you’ll need to be driven and dedicated to achieving and exceeding goals and customer expectations. Positive and resourceful, you should be able to balance competing demands - to sell while delivering outstanding customer service. You should also be able to plan and prioritise your time effectively, while being adaptable to change.

Salary:

A very competitive basic salary + uncapped bonus (excellent OTE) + benefits package is on offer for candidates with Financial Planning / Financial Advisor / Bancassurance experience, with full CeFA (Certificate in Financial Advice) or FPC (Financial Planning Certificate).

We have vacancies at different levels, working with Personal, Premier (HNW) and Commercial customers throughout the UK.  Please call or email to find out about vacancies in your area.