Financial Adviser

Job Ref:	MF3120PH	Posted:	02-07-2010
Job Location:	West Yorkshire	Job Type:	Permanent Full - Time
Job Salary:	£30000 per annum + (Realistic OTE £60k-£80k uncapped)
Job Category:	Direct Sales/Banking

Description Working for an established Financial Services Company based at a branch, you will be responsible for providing whole of market advice to a wide range of clients, particularly on investments and inheritance tax planning. The role is to cover branch leads and to service your own allocated review clients. As well as developing your own client bank effectively, the successful candidate will be able to demonstrate and evidence their strength in training/coaching, developing and motivating branch staff to achieve their targets and objectives. Our branches have a specific target and bonus scheme which is designed to reward both the quality and volume of lead generation and forms a significant proportion of the branch staff bonuses. Dedicated to meeting the needs of our clients, you will display the personal maturity, confidence and knowledge that discerning clients will expect in their financial adviser. Therefore strong communication and customer service skills are of utmost importance. You will have a proven record of sales success covering savings, pensions and investment advice and an outstanding ability to develop and maintain long-lasting client relationships by providing appropriate and understandable advice. 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 CII Diploma level exams. You must have previously held CAS status and been working in an advising capacity hitting and achieving personal sales targets. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.