This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a leading personal financial planning organisation to recruit a non regulated Financial Adviser to compliment the existing team.
Role
Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service.
This will include advising clients on a range of financial products in their homes. An existing client base will be provided.
In addition the Financial Adviser will carry out the following:
Service existing customers through regular reviews.
Expand existing customer sales through these regular reviews.
Expand the customer base through referrals and other direct sales techniques if required.
Attend regular meetings with the Area Manager and colleagues.
Complete all documentation required by the Company.
Act in accordance with the FSA Code of Conduct for Company Representatives.
Work to a programme agreed with the Area Manager.
Candidate
Confident and ambitious
Excellent communication and presentation skills
A strong and proven sales track record is essential
Ability to liaise at all levels
Qualifications
No professional qualifications are required for this position however candidates must be able to demonstrate a proven track record within sales
Full FPC qualification is desirable
This role would suit a Financial Adviser who has not taken the Diploma in Financial Planning
Package
Basic salary c£21,000 + commission, realistic OTE for first year £36,000.
Advertiser: Agency
Reference: JPCJ306
Posted on: 2021-04-23 08:58:45
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Ashford, Kent
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KHR - Recruitment Specialists
£25000 - £26000 per annum + + Annual Bonus + Great Benefits
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£65000.0 - £75000.0 per annum + £75,000 Per Annum
KHR - Recruitment Specialists
£12800 - £14400 per annum + Fantastic benefits
This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a leading personal financial planning organisation to recruit a non regulated Financial Adviser to compliment the existing team.
Role
Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service.
This will include advising clients on a range of financial products in their homes. An existing client base will be provided.
In addition the Financial Adviser will carry out the following:
Service existing customers through regular reviews.
Expand existing customer sales through these regular reviews.
Expand the customer base through referrals and other direct sales techniques if required.
Attend regular meetings with the Area Manager and colleagues.
Complete all documentation required by the Company.
Act in accordance with the FSA Code of Conduct for Company Representatives.
Work to a programme agreed with the Area Manager.
Candidate
Confident and ambitious
Excellent communication and presentation skills
A strong and proven sales track record is essential
Ability to liaise at all levels
Qualifications
No professional qualifications are required for this position however candidates must be able to demonstrate a proven track record within sales
Full FPC qualification is desirable
This role would suit a Financial Adviser who has not taken the Diploma in Financial Planning
Package
Basic salary c£21,000 + commission, realistic OTE for first year £36,000.
Advertiser: Agency
Reference: JPCJ306
Posted on: 2021-04-23 08:58:45
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jobs in Ashford, Kent
KHR - Recruitment Specialists
£25000 - £26000 per annum + + Annual Bonus + Great Benefits
Hays Specialist Recruitment Ltd
£65000.0 - £75000.0 per annum + £75,000 Per Annum
KHR - Recruitment Specialists
£12800 - £14400 per annum + Fantastic benefits
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