Financial Advisors - Branch Based

Sector Finance
Region East Midlands
Location Various Locations: Nottingham, Leicester, Lincoln, Solihull, Coventry, Dudley, Birmingham
Salary £30,000 - £35,000 Basic, £60,000 + OTE
Job type Full Time / Perm

We are currently working with one of the country's leading High Street bank's who due to growth are looking for a number of Qualified Financial Advisors to join their branch based Financial Planning Team

The Role

The Financial Advisor provides a comprehensive Life, Pensions and Investment sales service offering credible and knowledgeable advice to customers on these products in order to meet customer financial needs and achieve performance targets. This has to be conducted whilst fully complying with all relevant external legislative/regulatory requirements and Bank policy and procedures, reporting requirements and instructions. Success in the role is dependant upon team effort – collaboration.

Skills and Experience

  • Minimum 2 years experience within the industry selling financial products with a high level of persistency
  • Current CAS Advisor, this needs to be held for the client to consider any application
  • Fully Qualified with either the full FPC or CeFA qualification
  • Well versed in Financial Advise with strong product knowledge
  • Good administration skills, the ability to build strong working relationships with your colleagues and a commitment to making sure every one of your customers gets a product that's right for them

In Return this position is looking to pay a salary of £30,000 - £35,000 Basic with an OTE of £60,000 + and a very competitive benefits package  

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