Branch Opportunities

Financial Planning Manager

Salary £26,600 to £30,000 plus bonus and benefits

The main focus of the role is to provide a first class quality service, offering personal financial planning advice, on a one-to-one basis, to members and staff whose needs cannot be met from within the Society's product suite alone. By building a relationship with the customer, you will work in a way to strengthen their loyalty with the Society. You will be responsible for generating, developing and management of business opportunities, achieving your own targets and working closely with the branch team to support your combined success.

Your current experience in the financial sector will already tell you that a high level of commitment, and self-motivation is essential to succeed in this role, but you will be recognised for it. As well as the promotional opportunities available and comprehensive training and development packages, you will enjoy an attractive basic salary, excellent bonus opportunities, good pension scheme, generous holiday entitlement, life assurance and a variety of corporate discounts.

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Financial Planning Manager Role Profile

To register an interest with any career at West Brom, or to apply for a specific role please phone 0207 649 6047 (lines open 8am to 8pm Monday to Friday).