Financial Adviser
Financial Adviser
Various locations across the UK
MINIMUM REQUIREMENTS: Diploma in Financial Planning
£Excellent OTE Basic + Bonus + Flexible Benefits
THE COMPANY
Financial Adviser - | UK - Various locations
Our client is one of the largest, best performing and most profitable financial services institution in the world with over 150 years experience in banking and with more branches worldwide than any other International bank. They are one of the strongest and most secure banks in the world and its their firm banking principles that have been at the heart of this success.
It is a top 5 bank in the world in terms of market capitalisation and its Europe’s largest retail bank with a portfolio of over 90 million customers worldwide, with an international presence in over 40 countries.
Globally the institution has in excess of 14,000 branches, meaning it has more branches than any other international bank. It has grown through acquisitions and by applying a highly successful business model to strengthen and develop organically. The outcome is an excellent financial performance.
Here in the UK it holds £63b of UK savings, 1in 5 customers in the UK have an account with the bank and with 13,000 new savings accounts opened each week shows clearly that the potential to generate leads is enormous. £15 Billion of fixed rate bond maturities are referred to the financial advisers in the UK per annum.
THE ROLE
You’ll use your expert knowledge to take the mystery out of financial planning and provide holistic advice to their branch customers on everything from investments, pension, protection and IHT/Tax Planning.
Working with your branch team you'll need to develop strong relationships and developing them to provide quality referrals and pro-actively identifying opportunities to build your client portfolio through prospecting an existing client database, networking and referrals. So therefore you do not need to bring a client bank with you when you join, as all leads will be provided. You should also be able to demonstrate coaching and training skills as well as the ability to influence others to deliver a result.
Your role will include
To support the bank’s strategy to put customers at the heart of what they do through the provision of sound investment advice to customers to meet their financial needs.
To provide investment advice to new customers and advisory reviews to existing customers, to meet their needs ensuring they are treated fairly, appropriate advice standards are met and conduct risk to the business is minimised.
Earn and keep the trust and loyalty of customers by ensuring the best customer experience is personally delivered.
Ensure customers are treated fairly at all times through the provision of high quality and suitable customer advice.
The ideal candidate will have experience in regulated financial services sales with a minimum of 2 years experience, coupled with an excellent track record. You should be fully Diploma qualified in financial planning and currently hold Competent Adviser Status.
Minimum Requirements:
*Diploma in Financial Planning
*6 months minimum CAS
*2 Years minimum regulated sales experience as a financial adviser
*Experience as an IFA/Financial Adviser
*Must have banking experience
*Strong track record
The Benefits
*Competitive basic salaries which are regularly reviewed in line with market
*Bonus scheme
*Company car scheme
*Private medical insurance
*Stake holder pension scheme
*Free life Insurance
*Participation in Sharesave scheme
*Childcare vouchers
*Retailer discounts
*Healthcare cover
*25 days holidays – opportunity to buy and sell another week
*Gym membership
*Flexible benefits
*Colleagues products
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