Branch Based Financial Adviser

Reference:

02401

Location:

National

Job type:

Permanent

Salary:

£25 - 55K OTE

Contact:

01444 459998

Description:

Job Description: Branch Based Financial Adviser

• To work closely with branch colleagues to plan and manage activities to exceed individual sales targets through the provision of suitable advice (on Financial Planning and appropriate Retail products) to customers.

• To ensure achievement of regulatory and company compliance standards.

• To work with Retail introducers and managers to deliver/enhance the customer proposition.

Requirements

• FPC3 or CEFA Qualified

• Minimum 6 months post - "Competent Advisory Status”.

• Successful sales experience in the financial industry.

• Knowledge of general financial services industry and its regulatory requirements.

• Ability to relate to a wide range of people, including teams and line managers and demonstrate a range of communication styles.

• A successful team player

• Computer literate.

• Proven application of compliant sales.

• Ability to plan and organise workload and complete paperwork to required standards.

• Ability to identify self-development needs and implement skills and knowledge gained.

. Driving licence (no more than 6 current points).