Job Details
Role
Our client, a leading UK financial institution, is seeking an experienced financial adviser, on an employed basis, to provide whole of market advice to a wide range of clients, particularly on investments and inheritance tax planning. As well as converting high quality leads from an in-house dedicated business centre, you will be responsible for training/coaching, developing and motivating branch staff to exceed their targets, and developing and reviewing your own allocated client bank effectively.
Qualifications
You must be FPC3 or CEFA qualified and hold current CAS, and ideally you’ll be progressing towards or willing to progress towards CII Diploma level exams You should have a proven track record in delivering results and exceeding your personal sales targets covering savings, pensions and investment advice, and an outstanding ability to develop and maintain long-lasting client relationships by providing appropriate advice.
Package
In addition to a negotiable salary, our client offers a company car scheme or allowance, a very competitive benefits package and uncapped earnings potential for an experienced financial planning manager looking to further their experience and career with a leading financial services institution.
If you want to find out more about this role, please ring Steve Redmond for an informal chat on 07879 690485.
|
