| Job Reference | 1572 |
| Package | 26k basic + car + bonuses etc : OTE 55-90k+ |
| Location | Fareham / Portsmouth area |
| Contact | Phil Hollingworth [phil@wrltd.co.uk / 0161 408 0055] |
| Details IFA arm of one of the biggest Banking & Financial Services groups in the world is looking to recruit experienced & trainee financial advisers. You will be set up either with a home-office or in a local office / branch depending on the location. The role could entail a variety of Corporate and Personal HNW independent financial advice although the exact mix will vary depending on the location. For Corporate work you will be working closely with a team of 5-8 local Small Business Banking Managers with small-medium Ltd Companies / Partnerships on their Protection / Pensions requirements in addition to the personal planning for the directors and partners. The Business Banking managers are generally targeted to produce £25k gross commission worth of leads per year so the potential to write business and earn bonus is good. Your ability to develop internal relationships with these business introducers is key to your success - historically people from a bancassurance environment or IFAs who have worked with professional introducers are particularly strong at this. For Personal planning you will receive leads from the branch network and the Private Client Banking division so again internal communication skills are important. Prior experience of the corporate market varies based on the requirements of the local Sales Manager - but it is not often required so if in doubt, contact us to discuss. IFA experience and/or AFPCs would be a plus - but again these are not essential. ESSENTIAL REQUIREMENTS The minimum Group HR requirements for ALL applicants are as follows: 1. Full FPC / CeFA or Equivalent 2. Current total earnings at or above the level of the basic salary for the role you are applying 3. Stable work history (no more than 3 moves in 5 years) The group can consider applicants from those currently or recently working as Financial Advisers as well as those working in roles related to Regulates Sales such as: Broker Consultant, Sales Trainer, Paraplanner, Sales Manager, General Insurance sales, Mortgage consultant, Stockbroker, Senior Retail Banking staff. |
| Address Westminster House 11 Ash Close Walters Ash Buckinghamshire UK HP14 4TR |
Email website@wrltd.co.uk |
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East Anglia, East Midlands, the North & Scotland Phone: 0161 408 0055 Fax: 0870 762 0381 |
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Wales, West Midlands & the South Phone: 0207 617 7399 Fax: 0870 762 0384 |
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