Financial Planning Manager - (Newcastle/Middlesbrough)

Recruiter
Recruiting UK
Location
Tyne and Wear
Posted
10 Jan 2018
Closes
11 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Financial Planning Manager / IFA

Our Client is a very well established financial services organisation and offer a wide range of Investments, Savings and Protection advice to their large client base.

They are seeking to recruit a Financial Planning Manager for the Newcastle/Middlesbrough offices, as salaried adviser and to higher value / HNW clients.

The package is negotiable but c£43-46k basic plus servicing and NB bonus

Candidate

The successful applicant with need to be experienced in face to face advice and in advising across Protection and Investments/Savings and Pensions Freedom. Experience as an adviser and Diploma/Level 4 qualifications are essential

Position

You will provide holistic financial advice to the existing portfolio plus warm leads on a face to face basis in order to attain set RDR client service and new business targets.