Personal Financial Advisor, Leeds
- UK - West Yorkshire - Leeds
- £35000 - £40000 per annum
- Full-Time Permanent
- FMCG - Retail Banking
- Hays Insurance & Financial Services
- 03-11-08
Job Description
Our client is the UKs largest mortgage and savings provider and the number one provider of new investment products. Due to expansion they are currently seeking an ambitious and highly motivated Financial Adviser to deliver financial planning solutions to new and existing customers around the Crossgates / Horsforth area.
Working as a Financial Advisor within one of their branch offices, you will be providing advice on a full range of regulated products, working closely with your colleagues in terms of coaching and developing them to provide quality referrals and pro-actively identifying opportunities to build your client portfolio through prospecting an existing customer database, networking and referrals.
Skills required:
You will have strong relationship building skills and a minimum of 12 months regulated sales experience, coupled with an excellent sales track record.
You should be fully FPC/CeFA qualified (or equivalent) and hold current CAS status
Benefits:
Up to £33,000 basic OTE £55K + Unlimited performance related bonus
Superb career progression and stability
Excellent support/training procedures in place
State of the art IT systems - enabling business to be written very quickly, most of time without need for a handwritten signature (approx 20 minutes to do a suitability letter)
Staggered targets for the 1st year
Additional incentives - including caribbean cruises
Complete access to all databases
Working as a Financial Advisor within one of their branch offices, you will be providing advice on a full range of regulated products, working closely with your colleagues in terms of coaching and developing them to provide quality referrals and pro-actively identifying opportunities to build your client portfolio through prospecting an existing customer database, networking and referrals.
Skills required:
You will have strong relationship building skills and a minimum of 12 months regulated sales experience, coupled with an excellent sales track record.
You should be fully FPC/CeFA qualified (or equivalent) and hold current CAS status
Benefits:
Up to £33,000 basic OTE £55K + Unlimited performance related bonus
Superb career progression and stability
Excellent support/training procedures in place
State of the art IT systems - enabling business to be written very quickly, most of time without need for a handwritten signature (approx 20 minutes to do a suitability letter)
Staggered targets for the 1st year
Additional incentives - including caribbean cruises
Complete access to all databases
- Sara Maclachlan
- 178633
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