There are 10 jobs in this category (Updated: 06/11/05)
| Bank Financial Adviser - Tied (OTE 45-55k) | Basic up to 39k + car + final salary + banking benefits + bonus etc |
| One of Europe's leading Financial Services groups is looking to expand its face-to-face Financial Services offering through its nationwide network of High Street banks. They need pro-active Team Focused individuals who are driven to succeed. You will be working with an IFA-Strength product range and quality client leads supplied from targeted branch staff. You will be dealing with a combination of Retail and HNW clients and you should have the ability to adapt your style accordingly. You will be working closely with other members of the branch staff so current team & rapport building skills will guarantee success. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 12 months Regulated Sales experience -> A minimum of 6 months cumulative post-CAS experience within the last 24 months (you do not necessarily have to be CAS currently) -> Stable work history (no more than 3 jobs in the last 5 years - exceptions made for Redundancies etc) PACKAGE: A superb package is on offer with recent changes to the 2004 remuneration scheme introducing a more simplified commission structure with unlimited bonus. Shared targets with Lead providers (Their targets mirror/exceed advisers). The package consists of the following: -> Basic = £19,700 to £29,600 (£25,700 to £38,600 for Snr. Advisors) -> Regional Large Town Allowance up to £3,450 -> Quarterly Sales Bonus -> Annual business quality bonus (up to £10,000) -> Negotiable Guarantees available depending on background -> Car Allowance / Flexible Benefits £3,700 (£4,300 for Snr. Advisers) -> 28 days holiday + 8 bank holidays -> Profit Share (10% for the last several years) -> Non-Contributory 60ths Final Salary Scheme from day one -> 4x DIS -> Mortgage Subsidy -> Share Save Scheme -> Preferential Loans & Product Discounts -> Interest Free Season Ticket loan General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Hanham / Redfield Vacancy - Job Ref: 1755 | Added / Updated : 24/10/05 |
| Business Financial Adviser | 30k basic + car + bonus + benefits |
| Specialist corporate advice team dealing with the medium to large business clients for this major PLC bank. You will be dealing with a range of clients from partnerships, limited companies up to major enterprises. You should have at least 3 years of face-to-face full advice financial sales - ideally in a corporate context. You will have followed a natural career path with evidence of ambition and progression and must not be a 'job-hopper'. Local vacancies may differ in their specific requirements and any deviations from this will be listed in the advert where appropriate. Ideally you will have one or more AFPC's i.e. G10, G20, G60 |
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| M4 Corridor Vacancy - Job Ref: 2013 | Added / Updated : 27/10/05 |
| Corporate / HNW Financial Adviser - OTE 50k+ | 26k basic + car + bonuses etc : OTE 55-90k+ |
| 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. |
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| Bath Area Vacancy - Job Ref: 1498 | Added / Updated : 09/03/05 |
| Corporate Financial Adviser (OTE circa 50-60k) | Basic up to 39k + car + final salary + banking benefits + bonus etc |
| One of Europe's leading Financial Services groups is looking to expand its face-to-face Financial Services offering to its corporate clients through the nationwide network of High Street banks & Business Centres. They need pro-active Team Focused individuals who are driven to succeed. You will be working with an IFA-Strength product range and quality client leads supplied from targeted and experienced business managers. The retail bank split business accounts into three categories to help indicate the level of clients you could be dealing with. Business = turnover of £0-1 million, Corporate = turnover of £1-10 million, Commercial = turnover of £10+ million. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 3 years Regulated Sales experience -> A minimum of 12 months cumulative post-CAS experience within the last 24 months (you do not necessarily have to be CAS currently) -> Requirements for previous business sector experience vary at a local level and is not often essential. -> Stable work history (no more than 3 jobs in the last 5 years - exceptions made for Redundancies etc) PACKAGE: A superb package is on offer with recent changes to the 2004 remuneration scheme introducing a more simplified commission structure with unlimited bonus. Shared targets with Lead providers (Their targets mirror/exceed advisers). The package consists of the following: -> Basic = £19,700 to £29,600 (£25,700 to £38,600 for Snr. Advisors) -> Regional Large Town Allowance up to £3,450 -> Quarterly Sales Bonus -> Annual business quality bonus (up to £10,000) -> Negotiable Guarantees available depending on background -> Car Allowance / Flexible Benefits £3,700 (£4,300 for Snr. Advisers) -> 28 days holiday + 8 bank holidays -> Profit Share (10% for the last several years) -> Non-Contributory 60ths Final Salary Scheme from day one -> 4x DIS -> Mortgage Subsidy -> Share Save Scheme -> Preferential Loans & Product Discounts -> Interest Free Season Ticket loan General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Bristol Vacancy - Job Ref: 1620 | Added / Updated : 15/06/05 |
| Financial Adviser - avg OTE 50k | Basic from £25k upwards + bonus + benefits |
| Our long established client is one of the UK's largest Friendly Societies with funds under management of nearly £1 billion. We are looking for experienced and qualified field-based financial advisers. You should have Full FPC and have held CAS within the last 12 months - in addition you should be living in the teritory. Our client is flexible on background but wants to avoid purely IB (Industrial Branch) backgrounds. They enjoy a close and long-standing affiliation with education and public sector bodies. As a result prospective customers often need no introduction to them whatsoever. Add to this their extensive knowledge of their markets and customers, as well as a reputation for sound judgement and expertise; it is easy to see why they gain their edge. The Financial Consultant will be allocated a territory in which will be located a number of Schools and existing clients. You will be targeted to develop this area via regular servicing of existing clients, gaining referrals, and by arranging, in conjunction with other colleagues and the Area Development Manager, a regular cycle of financial planning seminars. The package is an excellent one for the right individual, as can be seen from the fact that many Consultants earn in excess of £50,000pa The package has recently been improved to include the following: -> Basic salaries starting from £25,000 -> Unlimited bonus scheme -> Full Expense Account -> Pension -> PPP -> PHI -> DIS -> Laptop / Printer etc |
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| Bristol Vacancy - Job Ref: 1424 | Added / Updated : 04/02/05 |
| Financial Advisers (Trainee or Experienced) | Basic 21k to 30k + bonus + car option + flex benefits |
| Our client is the UK's No. 1 bancassurer (37% market share) & insurance group (12% market share) with funds under management in excess of £77bn and 25 million customers. They have always been known and respected in the industry for their staff retention and the current recruitment program is designed to maintain their market leading position. Average length of service here is 10 years which is exceptional for the industry. The firm rarely recruits senior roles externally so there is excellent career progression potential. Because the majority of these vacancies are down to expansion, the vacancy locations may look a little vague - where this is the case there will be a number of branches within the given area and the manager has the flexibility to decide with you which branch would be best. Package [Average earnings 2004 = £42,150] -> Basic range £21-30k -> Protected earnings -> Qtrly bonus (Next day credit for all proposed business) [Average bonus 2004 = £17650 with 38% of advisers exceeding this] -> Top 10% of advisers averaged £72,750 -> Optional car scheme CRITERIA For the Midlands / Wales region, the bank has relaxed the requirement for Full FPC and will consider Full CeMAP qualified mortgage advisers looking to move into Regulated Sales. You will need a stable job history with no more than 3 moves in the last 5 years (allowances made for redundancy). All applicants must have proven sales experience. |
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| Bristol Vacancy - Job Ref: 1958 | Added / Updated : 27/10/05 |
| IFA | Self-Employed with option to take £1500 pcm draw. |
| Established partnership of a national IFA practice are looking to recruit in a number of locations where they have an excess of leads. Consultants will be home-based. They are looking for existing IFA's or tied people who want to become IFA's, with at least FPC 3 ( but they don't nee to be CAS), they would also prefer them to have MAQ/CEMAP. They will pay an agreed % of Gross commission, this figure will be agreed at outset, and is usually around the 60% mark. They will pay a guaranteed draw of up to £1,500 usually paid per month, but paid as £750.00 fortnightly. (which is a draw against future commissions). This is a schedule D, contract and is therefore paid Gross. General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Bristol Vacancy - Job Ref: 667 | Added / Updated : 24/05/04 |
| IFA (Employed & Self-Employed) | Basic up to 40k + benefits or Self-Employed |
| Our client has been established in the UK for over 30 years and has over 300 IFAs working from home and from 24 regional offices. One of the leading IFA groups they are one of the three IFA firms recommended by the Law Society to its members and it's clientele falls into the A&B demographics. They are part of a larger European IFA Group with over 5,500 IFAs and 1.25 million private clients. The Group has a holistic and lifetime approach to advisory services. Currently 64% of group revenue comes from long-term asset formation and retirement planning although their advisers do also get involved in Corporate and other areas. They are looking for technically strong consultants - ideally demonstrated by AFPC qualifications or CFP status. However, you must also be able to demonstrate consistent production levels of at least £100,000 Gross Commission / Fees. They are able to discuss both Schedule D&E contracts. General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Bristol Vacancy - Job Ref: 1535 | Added / Updated : 29/03/05 |
| Retail Financial Adviser (OTE up to 130k) | Basic 26k + car or allowance + 20% Pension + bonus + private health etc. |
| One of the leading Banking groups is looking to recruit achievement orientated Financial Advisers. You will cover between 1 & 4 branches depending on location and will have a team of introducers including Personal Bankers, Cashiers, Mortgage Specialists and Branch Managers. The average number of introducers per adviser is 8-12. You will be selling across a highly successful product range including: Life, PHI, Critical Illness, Stakeholder, Mortgage Protection, Unit Trust Portfolios, Discretionary Management Portfolios and With Profits / Investment Bonds. PACKAGE - Average earnings £39,900 in 2004 (including non-industry trainees) -> Basic = £26k -> Car or Allowance (can be taken as cash) -> 20% pension contribution (17% from company, 3% from you) -> Regional Large Town Allowance up to £3,550 -> Negotiable Guarantees available depending on background -> 4x DIS -> Private Patient Plan -> Pension Top-up Scheme -> Mortgage Subsidy -> Share Save Scheme 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. |
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| Bristol Vacancy - Job Ref: 1790 | Added / Updated : 25/10/05 |
| Ultra HNW IFA for Stockbroking Firm | 40k basic + £6500 car allowance + 20% pension + bonus + benefits |
| Our client has been established for over 160 years as one of London's leading Stockbroking firms. In the 2002 they launched a Financial Services team to work closely with the stockbrokers throughout their 18 regional offices. This is primarily an office based role and you will be sitting with the stockbrokers and form part of the team - you will be involved with the team meetings and form part of the team bonus. The firm is part of a multi-national Banking group and they currently take 5% (20,000) of the bank's premier clients based on income/assets along with 100,000 of their own clients. The majority of the clients are 'Old Money' and rarely receive financial advice. Due to the nature of this role it is essential that you are not fazed by sitting in front of a client earning £2 million pa. All of your clients earn at least £300k pa or have non-property assets of £250k+. To this end there is a strong focus on IHT planning but this is fully holistic advice role with 25% of clients opting for a fee-based service. It is essential that you are able to integrate with the stockbrokers and your HNW technical expertise will probably be evidenced by G10. Your current earnings must be at least £50k and should have experience working with high net worth introducers within a structured, managed environment. An exceptional package is on offer to the illusive 'right candidate' to include: -> 40k basic -> £6500 car allowance -> 20% company contribution to money-purchase pension -> Bonus -> Full banking benefits 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. |
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| Bristol Vacancy - Job Ref: 1657 | Added / Updated : 02/08/05 |