Financial Adviser
Financial Adviser
Various locations across – London South East
MINIMUM REQUIREMENTS: Diploma in Financial Planning
£Excellent OTE Basic + Bonus + Flexible Benefits
THE COMPANY
Financial Adviser - | Various locations – London South East
Our client is one of the largest 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.
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.
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.
THE ROLE
Working with your branch team you'll need to develop strong relationships 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.
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.
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.
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