We are currently working with one of the largest banks and providers of mortgages and investments in the UK. At present we are recuiting for Financial Planning / Customer Relationship Managers accross the UK to pro-actively develop and build financial planning solutions to meet customer needs and grow long term relationships.
Responsibilities:-
- Optimises customer potential and embraces One on One in supporting cross channel working by delivering a consistent, seamless customer experience.
Client relationship management, providing excellent service through building and maintaining long term relationships.
- Provides service and advice to clients other than own 'primary’ clients, enabling the client needs to be met.
- Effectively tracks sales/funds invested to determine pipeline business and forecast future activity levels to meet sales targets.
Experience:-
- Candidates need to be Fully FPC / CeFA Qualified.
- IMC/AFPC is desirable however candidates must be prepared to study for relevant/equivalent qualification
- Knowledge of a range of products including mortgages, pensions, general insurance and investments etc.
- Knowledge of investment environment e.g. tax implications of mix of wealth investments.
- Proven track record in achieving sales.
This is a fantastic opportunity for enthusiastic and motivated individuals and In return candidates will be given the opportunity to work within one of the leading oranisations in the UK offering excellent opportunities for progression. Candidates will also receive a competitive basic salary of £30-50k plus an excellent benefits package including pension, private healthcare, 25 days holiday and an excellent uncapped OTE to name a few.
