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Financial Advisor, Essex
- UK - Essex
- Basic up to £30,000 + excellent package. (Realistic first year OTE £45-50k)
- Full-Time Permanent
- Financial Services - Sales & Marketing
- Search Total Recruitment Solutions
- 20-08-08
Job Description
Personal Financial Adviser, Branch based (Essex), Basic up to £30,000 + excellent package. (Realistic first year OTE £45-50k).
Working for this large and prestigious bank group based in one of their branches, this is a front-line customer-facing sales role in which you'll achieve and exceed targets by providing appropriate, understandable advice and building lifetime relationships with customers.
You will also take responsibility for supporting the branch team by providing coaching, training and feedback for branch staff, and praising good contribution.
Responsibilities
· Delivering quality sales and productivity targets within branch outlets.
· Delivering seamless and efficient service through effective diary management, consequently minimising ''no shows''.
· Ensuring a high standards of customer service with all sales activities geared to establishing long-term customer relationships.
· Pro-actively seeking personal recommendations and opportunities to self generate business.
· Supporting retail colleagues in the sales of their products and services.
· Achieving company file quality standards to ensure all customer-related documentation is completed accurately and supports advice given.
· Providing coaching, training and feedback for branch staff, praising good contribution.
· Working closely with PFA colleagues, offering assistance where necessary and sharing best practices.
· Ensuring branch colleagues are clear about overall and individual contribution to lead generation and quality sales.
· Ensuring all administration and documentation meets company standards.
· Maintaining professional competence by managing own Continual Professional Development.
You will need to have the relevant qualifications and experience within the financial services arena.
Minimum expectations are FPC or CEFA qualified. Ideally you'll be progressing towards or willing to progress towards AFPC exams.
Must have CDI or CAS status and been working in an Advising capacity hitting and achieving personal sales targets.
Trainee opportunities are available for those who are part FPC and/or full CeMap qualified.
In return you'll receive excellent rewards and incentives along with working in a highly professional working environment.
For further details please call 01293 848143.
- Graham Duvergier
- Graham/FNS/048839
