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Financial Planning Adviser - LEICESTER

Job Ref: FB0179SH Posted: 15-10-2008
Job Location: Leicestershire Job Type: Permanent Full - Time
Job Salary: £25000 per annum
Job Category:
  • Underwriting and Claims

  • Description
    Our client is a leading global Bancassurer and is currently recruiting a number of Financial Advisers to join their team nationally.
    The Financial Planning Advisor is a key role in giving customers advice on all Savings & Investment products with a large client based portfolio. We have clients who have regular reviews of their savings and investments and will gain new customers through the branch network. The FPA's deal with all clients up to £100k plus to invest. The role has a support network in place working with the savings specialist and client relationship manager to achieve results. The FPA is an integral part of the branch team for bancassurance to achieve effective sales opportunities and providing customers with the best service experience in the town. The opportunities to succeed and exceed results are great.
    As part of the Branch Network is a fast paced environment and you must be mobile within our geographical area as you may cover a number of branches to fulfil customer needs. As with a large variety of clients you may carry out a personal service in the comfort of people's home from time to time.
    Key selling points:
    Great opportunity for reward.
    Great opportunity to develop in financial planning.
    Great base salary compared to market.
    Large focus for the company to invest in this business
    Salary and OTEdependent on the geographical location:£20,000 - £30,000 with a realistic OTE OF £50k. Salary is also progressive through training
    Professional Qualifications required
    Preferable Fully CEFA/FPC qualified Training and support to achieve full qualifications will be given but an experienced sales person with a financial services backgrond will be considered.




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