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Financial Adviser (HNW Financial Planning), London
- UK - London
- £45000 - £50000 per annum + Pension, Health Care + Other Benefits
- Full-Time Permanent
- Financial Services - Investment Consulting
- Hays Insurance & Financial Services
- 24-11-08
Job Description
HNW Financial Adviser
MINIMUM REQUIREMENTS: FULL FPC/CeFA/CFP
Up To £50,000 + Guaranteed £4,500 bonus for 5 months + Benefits
Our client is one of the largest financial services institutions in the world with over 150 years experience in banking and with more branches worldwide than any other International bank. It is a top 5 bank in the world by profit and the 7th largest by market capitalisation. Its Europes largest retail bank and with a portfolio of over 67 million customers worldwide and has an international presence in over 40 countries.
Globally the institution has in excess of 11,000 branches, meaning it has more branches than any other international bank. It has grown through acquisitions and by applying a highly successful business model to strengthen and develop organically. The outcome is an excellent financial performance.
Here in the UK it holds £63b of UK savings, 1in 5 customers in the UK have an account with the bank and with 13,000 new savings accounts opened each week shows clearly that the potential to generate leads is enormous.
Over the next 3 years the bank has an aim of becoming one of the top 3 bancassurers in the UK, increasing its market share from 7% to 15%, increase new business from £1b to £2.4bn API and increase the contribution of new business to company profits from £50m to £120m.
The bank has clearly identified a huge opportunity to establish propositions in mass market and mass affluent segments. Its Investment management discretionary portfolio management service gives their Financial Advisers the opportunity to build long-term relationship with their clients and provide specialist service such as Retirement Planning Service (SIPPS, Stakeholder), IHT Planning, Trusts, Portfolio Review Service and Share Dealing.
Their wealth management investment proposition is designed specifically for high net worth clients, with average investments in excess of £100,000+. There's also their Multi Manager, which gives a higher return but relies on lots of different fund managers instead of limiting the options to one.
Working with your branch team, you'll develop strong relationships with new and existing clients that will be productive for all parties over a long time. There investment business accounts for 33% of branch pay scheme and strong referral culture will mean making the most of your ability to listen, understand and win trust, as well as all the financial knowledge you've gained becoming qualified CeFA or FPC3. The bank is heavily focused on client service, with innovations in the pipeline that will help them give better, faster and more personal service.
The ideal candidate will have experience in regulated financial services sales and coming from either a tied/multi-tied or IFA background. You will be fully FPC/CeFA/CFP qualified with a minimum of 1 years experience in regulated financial services sales and holding current CAS.
- Basic Package = £35,000 to £50,000
- Guaranteed Bonus for first 5 months whilst training
- Minimum guaranteed bonus - £4,500
- Money purchase pension scheme
- Free Bupa health care
- Car
- Uncapped Bonus
- Standard Bank benefits
Minimum requirements:
*FPC/CeFA/CFP1-4
* 6 months CAS
*1 Years regulated sales experience as a financial adviser
MINIMUM REQUIREMENTS: FULL FPC/CeFA/CFP
Up To £50,000 + Guaranteed £4,500 bonus for 5 months + Benefits
Our client is one of the largest financial services institutions in the world with over 150 years experience in banking and with more branches worldwide than any other International bank. It is a top 5 bank in the world by profit and the 7th largest by market capitalisation. Its Europes largest retail bank and with a portfolio of over 67 million customers worldwide and has an international presence in over 40 countries.
Globally the institution has in excess of 11,000 branches, meaning it has more branches than any other international bank. It has grown through acquisitions and by applying a highly successful business model to strengthen and develop organically. The outcome is an excellent financial performance.
Here in the UK it holds £63b of UK savings, 1in 5 customers in the UK have an account with the bank and with 13,000 new savings accounts opened each week shows clearly that the potential to generate leads is enormous.
Over the next 3 years the bank has an aim of becoming one of the top 3 bancassurers in the UK, increasing its market share from 7% to 15%, increase new business from £1b to £2.4bn API and increase the contribution of new business to company profits from £50m to £120m.
The bank has clearly identified a huge opportunity to establish propositions in mass market and mass affluent segments. Its Investment management discretionary portfolio management service gives their Financial Advisers the opportunity to build long-term relationship with their clients and provide specialist service such as Retirement Planning Service (SIPPS, Stakeholder), IHT Planning, Trusts, Portfolio Review Service and Share Dealing.
Their wealth management investment proposition is designed specifically for high net worth clients, with average investments in excess of £100,000+. There's also their Multi Manager, which gives a higher return but relies on lots of different fund managers instead of limiting the options to one.
Working with your branch team, you'll develop strong relationships with new and existing clients that will be productive for all parties over a long time. There investment business accounts for 33% of branch pay scheme and strong referral culture will mean making the most of your ability to listen, understand and win trust, as well as all the financial knowledge you've gained becoming qualified CeFA or FPC3. The bank is heavily focused on client service, with innovations in the pipeline that will help them give better, faster and more personal service.
The ideal candidate will have experience in regulated financial services sales and coming from either a tied/multi-tied or IFA background. You will be fully FPC/CeFA/CFP qualified with a minimum of 1 years experience in regulated financial services sales and holding current CAS.
- Basic Package = £35,000 to £50,000
- Guaranteed Bonus for first 5 months whilst training
- Minimum guaranteed bonus - £4,500
- Money purchase pension scheme
- Free Bupa health care
- Car
- Uncapped Bonus
- Standard Bank benefits
Minimum requirements:
*FPC/CeFA/CFP1-4
* 6 months CAS
*1 Years regulated sales experience as a financial adviser
- Parvez Miah
- 147902
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