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Financial Planning Manager - West Mid/Wales, West Wales
- UK - West Wales
- £25000 - £30000 per annum + Car Allowance, Uncapped Commission
- Full-Time Permanent
- Financial Services - Retail Banking
- Hays Insurance & Financial Services
- 01-07-08
Job Description
Our client is a UK-based financial services group, with a large international presence in Europe, the USA, Africa and Asia. It is engaged primarily in banking, investment banking and investment management. It has been operating for more than 300 years with 25 million customers and 122,600 employees in over 60 countries. Due to rapidly increasing business levels, they are currently they are seeking to recruit Financial Planning Managers to provide multi-tied financial planning solutions to either personal or business customers.
Working closely within their retail and business banking staff, you will be providing advice on a full range of regulated products, coaching and developing them to provide quality referrals and pro-actively identifying opportunities to build your client portfolio through prospecting an existing customer database, networking and referrals.
Working closely within their retail and business banking staff, you will be providing advice on a full range of regulated products, coaching and developing them to provide quality referrals and pro-actively identifying opportunities to build your client portfolio through prospecting an existing customer database, networking and referrals.
- Gareth Durante
- 185199
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