Search Search Survey Surveys Events Events Blog Blog Free Magazines Magazines Links Links FAQ's FAQs
Home  |  Search  |  About  |  Contact  |  FAQs  |  Advertising
Sunday, 25 February 2018 03:54 GMT

Job Details

Job Title:Financial Planning Manager
Description:Financial Planning Manager - Hereford & Worcester, Hereford & Worcestershire Financial Planning Manager x2 My client a multinational Financial Planning Company are seeking Financial Planning Managers. There are excellent training and development and a comprehensive benefits package and a company car. It is essential that you have Financial Planning experience (either independent or tied) along with the full FPC Qualification. There is a excellent commission structure and various bonuses and prizes (such as holidays) for attaining various targets. Purpose: To meet or exceed business plan in line with regulatory requirements set out in the Professional Development Programme. To maintain and develop relationships with customers, relevant business units and personnel in support of business objectives. Key Results Area ·Meets or exceeds New Business and business quality targets ·Meets or exceeds activity levels set out in personal business plan ·Meets or exceeds the lead generation requirements set out in personal business plan ·Builds relationships with customers in order to build and maintain sales ·Meets or exceeds the standards set out in the Professional Development Programme ·Builds relationships with key contacts in order to build and maintain sales ·Captures, analyses and applies relevant information to inform sales planning ·Identifies and converts opportunities for driving sales growth and cross selling ·Ensures appropriate records are maintained. ·Takes accountability for resolving customer service issues in order to maintain the overall quality of the relationship with BBS ·Will comply with FSA requirements Key Performance Indicators ·Performance against business plan ·Activity against business plan ·Volume and quality of lead generation: own sales and referrals ·Fact Find query rates ·Business Persistency ·Feedback from line management and peers ·Business Risk audit reports ·Maintenance of product knowledge through Annual knowledge testing Speed / effectiveness of issue resolution. Skills and experience ·Sales experience within Financial Services. ·Track record of achieving sales targets and delivering sales growth ·Business quality meets required standard ·Competent Adviser Status ·Strong presentation and communication skills ·Ability to work as part of a sales team ·Full FPC
Type:Permanent
Financial
Qualifications:
General
Qualifications:
Systems
Experience:
Salary Range:£23000 - £28000/annum N/A
Benefits:
Location:Hereford & Worcestershire
Job URL:http://www.cv-library.co.uk/cgi-bin/jdb_view_vacancy.cgi?jobref=101161212&s=100032

Online Job Enquiry

Complete this form to sumbit your application direct to the person that placed this advert. accjobs.com applicants must have secured permission to reside and work in the UK from the Home Office prior to sumbitting thier application: this is a legal requirement. accjobs.com is unable to enter into correspondance on UK immigration issues: please visit the Home Office Website for more guidance. Please attach an up-to-date CV (resume) to speed up the selection process.

You must enter the verification word.

Your Name:
Your E-Mail:
Your Telephone:
Message to Recruiter:
Reference E-mail: You must provide the name and email of someone that can provide a reference. accjobs.com will send an automated message to the reference provider to validate the email address. The recruitment consultant might use this email to support your application (i.e. validate your experience etc). Providing an invalid or false email address will result in your job application being terminated.

You may optionally upload your CV in text, RTF, Word, HTML or PDF format here.

To prevent automated programs completing this form please enter the characters you see below.

LJH*733


Tell a friend about this job

Your Name:
Your E-Mail:
Your Friends E-mail:

To prevent automated programs completing this form please enter the characters you see below.

LJH*733






AccJobs is a Stratigen brand.

Stratigen brands include: accjobs.com : chesscreator.com :flexta.co.uk : flightrank.com : lutonhomes.com : rss2.co.uk : synthwave.com : wi-find.com : voxa.co.uk

© Copyright and database rights Stratigen 2002-2011.  All rights reserved.  Legal Information