Financial Planning Manager - Liverpool

Financial Planning Advisor - Liverpool - £21k - £30k.

Large global bank require a Financial Planning Advisor to be based at one of their branches in Liverpool, Merseyside.

The main purpose of the role will be to pro-actively develop and build financial planning solutions to meet customers needs and grow long term customer relationships.

You will provide advice and recommendations to existing customers of the Bank and develop new business where possible.

As this is a sales focused role you will be proactively generating business in areas such as life, pensions, investments and working towards building a pipeline to achieve targets.

Working within a branch environment, will give the Financial Planning Advisor the opportunity to build strong working relationships with branch staff to encourage cross selling and identifying leads to convert.

To apply for this job, applicants must be FPC/CEFA qualified and have a proven track record in providing financial advice and achieving targets.

For further information on this outstanding opportunity please ask for Philip Gordon in the Financial Services Division within Search Consultancy.