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Financial Planning Advisor -GUILDFORD, Guildford
- UK - Surrey - Guildford
- £45000 per annum + Full Banking Benefits
- Full-Time Permanent
- Financial Services - Retail Banking
- Hillman Saunders
- 14-07-08
Job Description
Our client is a leading global Bancassurer and is currently recruiting a number of Financial Advisers to join their team nationally.
The Financial Advisor is a key role in giving customers advice on all Savings & Investment products with a large client based portfolio. We have clients who have regular reviews of their savings and investments and will gain new customers through the branch network. The FA is an integral part of the branch team for bancassurance to achieve effective sales opportunities and providing customers with the best service experience in the town. The opportunities to succeed and exceed results are great.
As part of the Branch Network is a fast paced environment and you must be mobile within our geographical area as you may cover a number of branches to fulfil customer needs. As with a large variety of clients you may carry out a personal service in the comfort of people's home from time to time.
Key selling points:
Great opportunity for reward.
Great opportunity to develop in financial planning.
Great base salary compared to market.
Large focus for the company to invest in this business
Required Experience:
• Proven track record in achieving sales
• Analytical, handling a lot of information
Other factors:
• Must be mobile as will work across the local market and must hold a full and valid driving licence
• Involves flexible working hours
Qualifications Required
• CeFA/FPC are essential as this is a regulated role.
• IMC/AFPC is desirable however candidates must be prepared to study for relevant/equivalent
qualification
CAS status
• Must fulfil all obligations under the Training and Competency Scheme to gain and maintain all relevant authorisations
Salary and OTEdependent on the geographical location:£30,000 - £45,000 with a realistic OTE OF £65k+.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
The Financial Advisor is a key role in giving customers advice on all Savings & Investment products with a large client based portfolio. We have clients who have regular reviews of their savings and investments and will gain new customers through the branch network. The FA is an integral part of the branch team for bancassurance to achieve effective sales opportunities and providing customers with the best service experience in the town. The opportunities to succeed and exceed results are great.
As part of the Branch Network is a fast paced environment and you must be mobile within our geographical area as you may cover a number of branches to fulfil customer needs. As with a large variety of clients you may carry out a personal service in the comfort of people's home from time to time.
Key selling points:
Great opportunity for reward.
Great opportunity to develop in financial planning.
Great base salary compared to market.
Large focus for the company to invest in this business
Required Experience:
• Proven track record in achieving sales
• Analytical, handling a lot of information
Other factors:
• Must be mobile as will work across the local market and must hold a full and valid driving licence
• Involves flexible working hours
Qualifications Required
• CeFA/FPC are essential as this is a regulated role.
• IMC/AFPC is desirable however candidates must be prepared to study for relevant/equivalent
qualification
CAS status
• Must fulfil all obligations under the Training and Competency Scheme to gain and maintain all relevant authorisations
Salary and OTEdependent on the geographical location:£30,000 - £45,000 with a realistic OTE OF £65k+.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
- Recruit
- FA9825SH
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