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Client Relationship Manager, Tunbridge Wells
- UK - Kent - Tunbridge Wells
- £40000 per annum + OTE 70-80k, company car, pension
- Full-Time Permanent
- Financial Services - Retail Banking
- Hays Insurance & Financial Services
- 03-09-08
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 field based Financial Advisor in their Regulated sales Channel to provide top quality holistic planning advice to the group's private, high net worth and corporate clients. You will be provided leads from the branch Financial Advisor, for clients who have a more complex financial need.
You will be covering areas of Kent, Surrey, South Down & Weald.
Skills required:
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 ensure long-term client relationships.
You will be relentlessly motivated to achieve quality sales and to minimise risk thorough an understanding and experience of high net worth/mass affluent customer proposition and market.
Qualified to FPC/CEFA 4 or equivalent with Competent Advisor Status (CAS) either now or previously. You will have already demonstrated a successful sales track record and have excellent relationship building skills.
Benefits:
· Basic salary £40,000 + company car
· Pension scheme
· Excellent stability and carer progression
· Guarantees available
· OTE £70-80K + (uncapped)
· Quarterly bonus
· Trail bonus
· Lap top / mobile phone
· Annual bonus - maximum payment of £8,000
Due to expansion they are currently seeking an ambitious and highly motivated field based Financial Advisor in their Regulated sales Channel to provide top quality holistic planning advice to the group's private, high net worth and corporate clients. You will be provided leads from the branch Financial Advisor, for clients who have a more complex financial need.
You will be covering areas of Kent, Surrey, South Down & Weald.
Skills required:
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 ensure long-term client relationships.
You will be relentlessly motivated to achieve quality sales and to minimise risk thorough an understanding and experience of high net worth/mass affluent customer proposition and market.
Qualified to FPC/CEFA 4 or equivalent with Competent Advisor Status (CAS) either now or previously. You will have already demonstrated a successful sales track record and have excellent relationship building skills.
Benefits:
· Basic salary £40,000 + company car
· Pension scheme
· Excellent stability and carer progression
· Guarantees available
· OTE £70-80K + (uncapped)
· Quarterly bonus
· Trail bonus
· Lap top / mobile phone
· Annual bonus - maximum payment of £8,000
- Emma Lind
- 189618
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