Financial Planning Manager
- Location:
-
Rotherham (S62) jobs
- Salary:
- £25,000 Basic
- Company:
- Switch Recruitment
- Job type:
- Permanent jobs
- Date posted:
- 13/11/2009 15:32
- Job id:
- 45940017
- Contact:
- James Watson
- Ref:
- Totaljobs
We are currently working with one of the leading High Street Name who are looking for Financial Planning Manager to join their busy Estate Agency Branch
The role offers full financial planning advice to customers – savings and investments, protection and pensions whilst working in the estate agency environment
As well as providing estate agency services – buying and selling property, providing mortgage advice, etc – the majority of the estate agency outlets also provide full counter transaction and banking services.
The estate agency outlets provide a banking service alongside the traditional high-street branch. Where there isn't a branch close by, for example in suburban or more rural areas and in smaller towns, the estate agency outlets provide a valuable banking service to the local community.
PFAs located in estate agency outlets offer a full financial planning service to these customers in exactly the same way as PFAs located in retail branches.
Candidates will need to be fully qualified with CAS Status, in return this position is offering a salary of £25,000 with an OTE of £40,000
