Financial Advisor
  £21,000 - £36,000
  Ashford, Kent
  permanent,full-time

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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Financial Advisor
  £21,000 - £36,000
  Ashford, Kent
  permanent,full-time

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

I want to receive the latest job alerts for:

jobs in Ashford, 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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