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Saturday, 24 February 2018 10:17 GMT

Job Details

Job Title:Commercial Financial Planning Manager
Description:Commercial Financial Planning Manager - Taunton, Somerset Commercial Financial Planning Manager required by major High Street Bank. This role would suit a qualified FPC or Cefa,CAS status advisor who has an interest in the Commercial Markets. You will need a proven track record and have the desire to build on an existing client portfolio. Leads are provided by bank introducers who are targeted and monitored for quality leads. Purpose of Role To support the Commercial Centre by providing a full financial planning service to both new and existing Commercial customers, working as part of the commercial team in support of sales activity and achievement of sales targets Achieved By By meeting with new and existing customers, identifying needs for financial services and products offering "best advice" and where appropriate making referrals or selling products to meet those needs. By providing full financial planning and advice expertise on the sales planning, contact activity and fulfilment process By providing effective support, quality feedback and coaching to less knowledgeable colleagues, by acting as a role model for branch/area staff. By promoting alternative channels of delivery, where appropriate. By complying with procedures and meeting or exceeding national performance, quality and activity standards measured by standards being met or exceeded and quality or records kept. The package includes a competitive basic salary plus bonus potential,Company car,pension,Health cover,Saye,DIS etc. Excellent opportunity with a start date early in 2007!
Type:Permanent
Financial
Qualifications:
General
Qualifications:
Systems
Experience:
Salary Range:26500 - 50000/annum OTE 50K
Benefits:
Location:Somerset
Job URL:http://www.cv-library.co.uk/cgi-bin/jdb_view_vacancy.cgi?jobref=101137448&s=100032

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