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Client Manager - Regulated Sales, West Yorkshire
- UK - West Yorkshire
- £40000 per annum + OTE £80,000
- Full-Time Permanent
- Financial Services - Retail Banking
- Hays Insurance & Financial Services
- 25-06-08
Job Description
Our client is the UK's 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 home based Portfolio Manager to provide top quality holistic planning advice to the group's private and corporate clients across York, Leeds and Hull.
You will have the ability to convert a warm lead - which will be generated from the branch or customer database, and convert this lead into a long term business opportunity. Relationship building skills are essential to ensure quality leads are passed from the financial advisors / branch manager and branch colleagues. You will have a strong focus on delivering sales targets.
You will ensure high standards of service to clients and all sales activities are geared to long-term client relationships and will be relentlessly motivated to achieve quality sales and to minimise risk
Skills Required
Thorough understanding and experience of high net worth/mass affluent customer proposition and market
Qualified to FPC/CEFA 4 or equivalent
Benefits
- Basic salary £40,000 + car scheme + full range benefits
- Pension scheme
- Guarantees
- OTE £70-80K + (uncapped)
- Quarterly bonus
- Trail bonus
- Annual bonus
Due to expansion they are currently seeking an ambitious and highly motivated home based Portfolio Manager to provide top quality holistic planning advice to the group's private and corporate clients across York, Leeds and Hull.
You will have the ability to convert a warm lead - which will be generated from the branch or customer database, and convert this lead into a long term business opportunity. Relationship building skills are essential to ensure quality leads are passed from the financial advisors / branch manager and branch colleagues. You will have a strong focus on delivering sales targets.
You will ensure high standards of service to clients and all sales activities are geared to long-term client relationships and will be relentlessly motivated to achieve quality sales and to minimise risk
Skills Required
Thorough understanding and experience of high net worth/mass affluent customer proposition and market
Qualified to FPC/CEFA 4 or equivalent
Benefits
- Basic salary £40,000 + car scheme + full range benefits
- Pension scheme
- Guarantees
- OTE £70-80K + (uncapped)
- Quarterly bonus
- Trail bonus
- Annual bonus
- Sara Maclachlan
- 181793
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