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HNW Financial Advisor, Leeds
- UK - West Yorkshire - Leeds
- £70000 - £80000 per annum
- Full-Time Permanent
- Financial Services - Retail Banking
- Hays Insurance & Financial Services
- 07-10-08
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 - HNW Financial Advisor to provide top quality holistic planning advice to the group's private and corporate clients across Leeds and Newcastle.
Quality leads will be provided to develop but you will predominantly self-generating business through external networking and building productive relationships with introducers to ensure lead flow. 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:
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 - maximum payment of £8,000.
Due to expansion they are currently seeking an ambitious and highly motivated home based Portfolio Manager - HNW Financial Advisor to provide top quality holistic planning advice to the group's private and corporate clients across Leeds and Newcastle.
Quality leads will be provided to develop but you will predominantly self-generating business through external networking and building productive relationships with introducers to ensure lead flow. 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:
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 - maximum payment of £8,000.
- Sara Maclachlan
- 181794
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