Financial Planning Manager Job in Birmingham, Midlands UK
FINANCIAL PLANNING MANAGER
UP TO £33,000 (c£46k OTE + CAR OR CAR ALLOWANCE + GENEROUS BENEFITS)
WEST MIDLANDS
We're seeking a talented and professionally qualified financial planning manager to join a very well-recognised and respected financial services organisation.
Your role will be to provide first class financial reviews and advice to both new and existing clients. You'll be working across branches in the West Midlands region where your financial services expertise and qualifications will enable you to provide personal financial planning advice to the highest standards covering investment, protection and pension products.
You will be responsible for building customer relations to ensure retained business as well as generating, developing and managing new business. This is a targeted role combining both individual and branch team achievements.
To apply for this role, you will be an experienced Financial Advisor with a proven industry track record and you will have financial services qualifications to Level 3 (minimum). You'll also hold a current driving licence.
You'll be a self-starter seeking your next career move in a role that rewards achievements in a forward looking professional organisation that values its people.
Interested to find out more and have the relevant skills and experience then please email your CV to laura@plum-personnel.com
If you are already registered with PLUM PERSONNEL, please contact us directly to discuss this role. Thank you.
Plum Personnel is a well established and independent agency based in the heart of Solihull. We are totally committed to customer service and the principles of diversity in the workplace.