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Financial Advisor, West Yorkshire
- UK - West Yorkshire
- £20000 - £40000 per annum + OTE £75k +
- Full-Time Permanent
- Financial Services - Retail Banking
- Hays Insurance & Financial Services
- 01-12-08
Job Description
Our client is one of the world's leading financial services providers with offices in Europe, the USA and Asia, as well as being one of the oldest banking groups within the UK. Due to expansion, they are currently recruiting an experienced Financial Advisor to deliver a financial planning service to new and existing high net worth customers, throughout Bradford and the surrounding areas.
Working within their branch network, the financial advisor is responsible for providing protection, pension, savings and investment advice to high value private banking customers i.e. those with above average earnings or multiple product holdings with the bank. The majority of your time will be spent visiting customers in their homes / business' , you will be provided with a lap top / fax / printer to use whilst out of the office.
Working closely with your colleagues in terms of coaching and developing them to identify quality referrals. You will also be expected to identify new business opportunities of your own through various marketing activities.
You will have a proven sales track record within regulated sales, coupled with strong relationship building skills.
Skills required:
Full CAS Status
Full FPC/CEFA
Experience within Personal or Business Financial Advising
Proven track record in delivering results
Benefits:
Basic up to £40,000 OTE £75k +
Unlimited bonus
Car allowance of up to £4200
10% guaranteed profit share p.a.
15% uplift for pension
Superb career progression with the opportunity to move into private banking / IFA or business channel / management roles
Excellent support and training systems in place
28 days annual leave
Good incentives and reward package
Will pay / support further study
Working within their branch network, the financial advisor is responsible for providing protection, pension, savings and investment advice to high value private banking customers i.e. those with above average earnings or multiple product holdings with the bank. The majority of your time will be spent visiting customers in their homes / business' , you will be provided with a lap top / fax / printer to use whilst out of the office.
Working closely with your colleagues in terms of coaching and developing them to identify quality referrals. You will also be expected to identify new business opportunities of your own through various marketing activities.
You will have a proven sales track record within regulated sales, coupled with strong relationship building skills.
Skills required:
Full CAS Status
Full FPC/CEFA
Experience within Personal or Business Financial Advising
Proven track record in delivering results
Benefits:
Basic up to £40,000 OTE £75k +
Unlimited bonus
Car allowance of up to £4200
10% guaranteed profit share p.a.
15% uplift for pension
Superb career progression with the opportunity to move into private banking / IFA or business channel / management roles
Excellent support and training systems in place
28 days annual leave
Good incentives and reward package
Will pay / support further study
- Sara Maclachlan
- 191703
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