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HNW Financial Advisor, Tyne and Wear
- UK - Tyne & Wear - Tyne and Wear
- £70000 - £80000 per annum
- Full-Time Permanent
- Financial Services - IFA
- Hays Insurance & Financial Services
- 08-12-08
Job Description
Our client is the UKs largest mortgage and savings provider and the number one provider of new investment products.
They are currently seeking an ambitious and highly motivated HNW field based Financial Advisor (Portfolio Manager) to provide top quality holistic planning advice to the groups private, high networth and corporate clients. You will be covering the Newcastle to Cumbria area.
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 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 1, 2, 3 /CEFA 4 or equivalent. (CAS status is preferred but applications will be considered from non CAS candidates)
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
They are currently seeking an ambitious and highly motivated HNW field based Financial Advisor (Portfolio Manager) to provide top quality holistic planning advice to the groups private, high networth and corporate clients. You will be covering the Newcastle to Cumbria area.
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 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 1, 2, 3 /CEFA 4 or equivalent. (CAS status is preferred but applications will be considered from non CAS candidates)
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
- Chris Jones
- 191348
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