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Financial Consultant / Trainee Financial Consultant, London
- UK - London
- £35000 - £70000 per annum + Car, Bonus, Laptop, Phone, Pension &££££££
- Full-Time Permanent
- Financial Services - IFA
- Hays Insurance & Financial Services
- 04-09-08
Job Description
Financial Consultant FPC Qualified and Trainees
Working for a market leader and providing Financial Advise to a niche area of the market for example, professional groups like Teachers, Dentists, Doctors, and Lawyers.
They have been providing Financial Advise since 1841 and have won numerous awards including the most recent, The British Insurance Awards 2008.'
***** INTERVIEWS ARE BEING CONDUCTED THE END OF SEPTEMBER AND OCTOBER 2008 *****
Due to their success they are looking to grow their existing team and they are committed to recruit the top performing Financial Consultants who desire an unbeatable opportunity for a rewarding career in Financial Services.
This role is for you if:
1.You are motivated by success
2.You want a Basic Salary of £37,000 to £70,000 Plus uncapped bonus
3.You are FPC Qualified, CeFa 1-3, CF 1-5 or equivalent
4.You have experience in the Financial Services OR professional groups such as, Teachers, Dentists, Doctors or Lawyers
5.You want a Full client bank with quality leads
Responsibilities
·To draw up business plans for achieving sales and profit targets in the full range of products and services, agreeing them with the Area Manager
·To target business opportunities within designated affinity group.
·To plan and carry out an appropriate level of customer contact, taking account of market opportunities
·To make initial contact with the customer through activity undertaken by the Contact Centre, promotional activity, personal introductions and networking.
·To carry out full financial appraisals
·To identify shortfalls and recommend options to resolve them
·To respond to the client's wishes by supplying products and services and to provide an explanation of the client's decision
·To deliver agreed levels of service to both new and existing customers, ensuring that sales, activity and personal introduction targets are met
Service
·To ensure that service to customers is always of the highest standard
·To adhere to all service standards and to make immediate corrective action where these have fallen short
·To agree frequency of contact for all customers and enter relevant details onto the appropriate business system.
·To ensure that customers are fully aware of all relevant products and services
Skills
FPC Qualified, CeFa 1-3, CF 1-5 or equivalent
You will also have a proven track record in face-to-face sales or have a background in a professional market
**** THEY WILL ALSO LOOK AT TRAINEES SO PLEASE APPLY IF YOU ARE PART QUALIFIED ****
Benefits
·Basic Salary £37,000 to £70,000 (Subject to certain criteria)
·No hidden costs, No salary clawback'
·No Limit on potential earnings
·Incentive schemes up to £10,000, based on first to achieve issued business targets
·Client bank provided
·Elite club, benefits including overseas conventions
·Defined benefits pension scheme, including free life insurance at four times salary
·Annual holiday starting at 25 days
·Company car
·Free home office set up, with lap top, business line, broadband internet, email and mobile phone
·Newly introduced flexible benefits package
Working for a market leader and providing Financial Advise to a niche area of the market for example, professional groups like Teachers, Dentists, Doctors, and Lawyers.
They have been providing Financial Advise since 1841 and have won numerous awards including the most recent, The British Insurance Awards 2008.'
***** INTERVIEWS ARE BEING CONDUCTED THE END OF SEPTEMBER AND OCTOBER 2008 *****
Due to their success they are looking to grow their existing team and they are committed to recruit the top performing Financial Consultants who desire an unbeatable opportunity for a rewarding career in Financial Services.
This role is for you if:
1.You are motivated by success
2.You want a Basic Salary of £37,000 to £70,000 Plus uncapped bonus
3.You are FPC Qualified, CeFa 1-3, CF 1-5 or equivalent
4.You have experience in the Financial Services OR professional groups such as, Teachers, Dentists, Doctors or Lawyers
5.You want a Full client bank with quality leads
Responsibilities
·To draw up business plans for achieving sales and profit targets in the full range of products and services, agreeing them with the Area Manager
·To target business opportunities within designated affinity group.
·To plan and carry out an appropriate level of customer contact, taking account of market opportunities
·To make initial contact with the customer through activity undertaken by the Contact Centre, promotional activity, personal introductions and networking.
·To carry out full financial appraisals
·To identify shortfalls and recommend options to resolve them
·To respond to the client's wishes by supplying products and services and to provide an explanation of the client's decision
·To deliver agreed levels of service to both new and existing customers, ensuring that sales, activity and personal introduction targets are met
Service
·To ensure that service to customers is always of the highest standard
·To adhere to all service standards and to make immediate corrective action where these have fallen short
·To agree frequency of contact for all customers and enter relevant details onto the appropriate business system.
·To ensure that customers are fully aware of all relevant products and services
Skills
FPC Qualified, CeFa 1-3, CF 1-5 or equivalent
You will also have a proven track record in face-to-face sales or have a background in a professional market
**** THEY WILL ALSO LOOK AT TRAINEES SO PLEASE APPLY IF YOU ARE PART QUALIFIED ****
Benefits
·Basic Salary £37,000 to £70,000 (Subject to certain criteria)
·No hidden costs, No salary clawback'
·No Limit on potential earnings
·Incentive schemes up to £10,000, based on first to achieve issued business targets
·Client bank provided
·Elite club, benefits including overseas conventions
·Defined benefits pension scheme, including free life insurance at four times salary
·Annual holiday starting at 25 days
·Company car
·Free home office set up, with lap top, business line, broadband internet, email and mobile phone
·Newly introduced flexible benefits package
- Emma Jepson
- 189665
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