|Job Title:||Business Banking Financial Planning Manager|
|Description:||Business Banking Financial Planning Manager - Exeter, Devon
Business Banking 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 Business 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
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.
The package includes a competitive basic salary(£25-£40k) plus bonus,Company car,pension,Health cover,Saye,DIS etc.
|Salary Range:||£25000 - £40000/annum OTE £55K|
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