Financial Advisor, West Yorkshire
- UK - West Yorkshire
- £50000 - £55000 per annum
- Full-Time Permanent
- Financial Services - Retail Banking
- Hays Insurance & Financial Services
- 04-11-08
Job Description
Our client one of the largest Building Societies with branches across the UK is looking to take on a Financial Advisor.
This is a branch-based role, covering 2 busy branches in the Leeds area. You will be providing tied financial planning advice to new and existing customers.
You will be:
- Delivering sales and commission targets through leads and appointments generated by you and the branch staff across the field of regulated products.
- Attending all necessary training and achieve competency within the regulators guidelines
- Fully FSA aware and compliant
- Organising weekly training sessions with the branch staff
- Maximising all opportunities for business by
- Developing mortgage, general insurance and other business leads for the branch team
- Gaining referrals from clients for potential new business - Including regulated sales, non-regulated life and protection sales and structured non-regulated investment products
- Developing leads provided by you and the branch
- Carrying out regular client reviews
Skills Required
- Fully FPC qualified or equivalent
- Competent Advisor Status
- Previous experience in a Financial Advisory role Benefits
- Salary up to £29,000 including car allowance
- Contributory Pension
- Private Health Care
- OTE £50,000 +
This is a branch-based role, covering 2 busy branches in the Leeds area. You will be providing tied financial planning advice to new and existing customers.
You will be:
- Delivering sales and commission targets through leads and appointments generated by you and the branch staff across the field of regulated products.
- Attending all necessary training and achieve competency within the regulators guidelines
- Fully FSA aware and compliant
- Organising weekly training sessions with the branch staff
- Maximising all opportunities for business by
- Developing mortgage, general insurance and other business leads for the branch team
- Gaining referrals from clients for potential new business - Including regulated sales, non-regulated life and protection sales and structured non-regulated investment products
- Developing leads provided by you and the branch
- Carrying out regular client reviews
Skills Required
- Fully FPC qualified or equivalent
- Competent Advisor Status
- Previous experience in a Financial Advisory role Benefits
- Salary up to £29,000 including car allowance
- Contributory Pension
- Private Health Care
- OTE £50,000 +
- Sara Maclachlan
- 187160
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