Independent Financial Advisor
  Negotiable
  Maidstone, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


Role

The purpose of the role is to provide advice via the telephone on leads that have been supplied by the Company Telesales Department. In addition you will provide a face to face review service to the existing client bank.

Person Specification

•Previous Financial Advising experience to include Pensions and Mortgages
•Proven sales experience
•Be fully diploma qualified with the capacity to get to Chartered Status
•Computer literate
•Have good all round technical knowledge
•Good working knowledge of compliance requirements

Key Responsibilities

•Provide a holistic financial planning advice service to new and existing clients.
•You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone
•You will need to gather information about clients financial circumstances, goals and objectives to enable appropriate advice to be given
•Maintain client relationships and be customer focused.
•Be proactive and enthusiastic in your approach.
•Weekly reporting to line manager.
•Weekly reporting on all projects with outcomes and volumes
•Quarterly reporting to the Exec committee
•Adhere to working practice of a compliant environment

The Company will provide

•Efficient back office support
•Full paraplanning support

Package

•Basic salary negotiable
•Bonuses are paid by way of % of business written
•Excellent holiday entitlement
•Group Personal Pension Plan


Advertiser: Agency

Reference: JPCJ272

Posted on: 2021-04-23 08:23:54

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Independent Financial Advisor
  Negotiable
  Maidstone, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


Role

The purpose of the role is to provide advice via the telephone on leads that have been supplied by the Company Telesales Department. In addition you will provide a face to face review service to the existing client bank.

Person Specification

•Previous Financial Advising experience to include Pensions and Mortgages
•Proven sales experience
•Be fully diploma qualified with the capacity to get to Chartered Status
•Computer literate
•Have good all round technical knowledge
•Good working knowledge of compliance requirements

Key Responsibilities

•Provide a holistic financial planning advice service to new and existing clients.
•You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone
•You will need to gather information about clients financial circumstances, goals and objectives to enable appropriate advice to be given
•Maintain client relationships and be customer focused.
•Be proactive and enthusiastic in your approach.
•Weekly reporting to line manager.
•Weekly reporting on all projects with outcomes and volumes
•Quarterly reporting to the Exec committee
•Adhere to working practice of a compliant environment

The Company will provide

•Efficient back office support
•Full paraplanning support

Package

•Basic salary negotiable
•Bonuses are paid by way of % of business written
•Excellent holiday entitlement
•Group Personal Pension Plan


Advertiser: Agency

Reference: JPCJ272

Posted on: 2021-04-23 08:23:54

I want to receive the latest job alerts for:

jobs in Maidstone, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

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