Financial Planning Manager -
Title: - - - Financial Planning Manager - - - -
Location: - - Mayfair, London / Home Counties and Northern territories -
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HNW - Corporate Investment sales - - - -
Basic Circa £55,000
Plus comm. Plus benefits ote £100k plus
RESPONSIBILITIES:
· - Responsible for developing exciting new business opportunities from Private Clients.
· - Responsible for managing, building and maintaining strong working relationships with corporate clients.
· - Liaising with major key HNW clients such as Banks, Trusts, Accountants, IFAs, Solicitors and other HNW clients business to business.
· - To promote and deliver products and services directly to HNW clients and their representatives.
· - To support the sale of products and services via authorised advisers.
· - Provide both limited range and whole of market financial advice.
· - Act as initial point of contact products and services, including banking and general insurance.
· - Support third party advisers in the sale of products and services.
· - Responsible for handling both new and existing business with a focus on the new business.
· - Handling all HNW products and services such as pensions, investments, tax and trusts.
· - Responsible for representing the company on behalf of company and through other advisers.
· - Responsible for liaising with HNW clients both face to face and via the telephone.
· - This role will require some travelling around the UK.
· - You will be responsible for handling and advising on all life insurance products.
· - This role is a field sales role, but you will need to report to the London offices once a week.
· - To cover Northern regions as and when required.
