Job Overview

Apply now 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 Middlesbrough & Bedale 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.

Key Requirements

Financial Services Protection Wealth Management IFA financial adviser