Financial Planning Manager Job in Berkshire

Financial Planning Manager

Our client is a leading global Bancassurer and is currently recruiting a number of Financial Advisers to join their team.

The Financial Advisor is a key role in giving customers advice on all Savings & Investment products with a large client based portfolio.

We have clients who have regular reviews of their savings and investments and will gain new customers through the branch network.

The FA is an integral part of the branch team for bancassurance to achieve effective sales opportunities and providing customers with the best service experience in the town.

The opportunities to succeed and exceed results are great.

As part of the Branch Network is a fast paced environment and you must be mobile within our geographical area as you may cover a number of branches to fulfil customer needs.

As with a large variety of clients you may carry out a personal service in the comfort of people’s home from time to time.

Key selling points:

Great opportunity for reward.
Great opportunity to develop in financial planning.
Great base salary compared to market.
Large focus for the company to invest in this business

Required Experience:

• Proven track record in achieving sales
• Analytical, handling a lot of information

Other factors:

• Must be mobile as will work across the local market and must hold a full and valid driving licence
• Involves flexible working hours

Qualifications Required

• CeFA/FPC are essential as this is a regulated role.
• IMC/AFPC is desirable however candidates must be prepared to study for relevant/equivalent
qualification

CAS status

• Must fulfil all obligations under the Training and Competency Scheme to gain and maintain all relevant authorisations

Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.