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Retail Financial Planning Manager Vacancy

financial sector jobs aberystwythA position has arisen for a Financial Planning Manager in the retail sector.

Candidates must have a full FPC, CEFA, current Competent Adviser Status (CAS) or equivalent Financial Advisor certificate, as well as previous regulated sales experience within the industry.






The employer is looking for branch based Retail Financial Planning Managers, who will be required to manage a portfolio of existing and new customers to provide Financial Advice and where appropriate sell related products, and services to meet there needs.


Candidates will be expected to meet new business and service targets, with any additional new business leads being provided by branch staff.


Previous exerience of working in a target based environment, and achieving or even exceeding those targets is essential. Preference will be given to candidates currently, or recently having worked within a bank or building society, although applications are open to anyone with previous experience.


Those interested in the position are asked to call 01473 230923, and ask for Phil Calver, however a current CV and covering letter can be sent directly to phil.calver@crown2k.co.uk

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