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Financial Planning Sales Mgr

City Barnstaple
Career Level Manager / Team Leader
Industry Holding Companies

  Financial Planning Sales Mgr Requisition ID 4541 Full/Part Time Full-time Location Barnstaple, DEVON Description Barnstaple - The Financial Planning Sales Manager reports to the Regional Financial Planning Manager (RFPM) and provides leadership and guidance to a team of Financial Planning Managers (FPM), Mortgage Managers (MM) and Amanah Managers (AM). They understand the wider picture; maintain an up-to-date understanding of internal products and services and external market trends; and use this information to translate the Bank’s strategic vision into operational objectives and targets to achieve ‘plan’ within the region. The FPSM coaches and supports financial advisors,

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