Financial Consultant Employed, homebased Job in Southampton, Southern Uk
Location Southampton
Salary £35,000 - £100,000 per annum, negotiable, OTE
Sector Financial Services - Independent Financial Advisor
Job Type Permanent
Our Client has a unique business model providing tailored financial advice products and services to clients of High net worth.
We are recruiting for a Financial Consultant and would like to hear from top performing financial advisor's or mortgage advisor's. Offering an excellent package including pension scheme, 25 days holiday (excluding bank holidays), company car and assistance with setting up your home office. Key elements of the role will include;
- Contribute sufficient revenue in excess of all associated costs and in line with the Society’s requirements.
- Provide financial advice to both new and existing customers, according to statutory, regulatory and Society compliance requirements.
- Actively promote the full range of products supplied by Marketing Group, in a professional and ethical manner to the standards laid down by the Society.
- Draw up business plans for achieving sales and profit targets in the full range of products and services, agreeing them with the Area Manager
- Target business opportunities within designated affinity group- plan and carry out an appropriate level of customer contact, product features and customer preferences using self-generated leads
- Carry out full financial appraisals with customers
- Plan sales campaigns and promotional activities
- Complete and maintain all sales administration records accurately and to ensure the accurate completion of new business proposals and associated documentation.
Essential requirements for the role
- FPC1, 2 and 3 qualified (or equivalent).
- Available room at home in which home office can be set up.
- Able to commit to working regular evenings according to client’s availability.
- Full UK driving licence with no more than 6 points.
- Commit to 8 weeks of residential training in the West Midlands.
Desirable
- QCF Level 4 or Diploma in Financial Services
Home based-Excellent opportunity to join a company that recognises achievements and promotes from within. For more information please apply on-line and a consultant will be in touch ASAP.