There are 9 jobs in this category (Updated: 06/11/05)
| 1st line Sales Manager - Bancassurance | £30-45k basic + bonus + non-contrib final salary + car + banking benefits |
| 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 are looking for experienced and currently successful managers to help drive their business forward. You will have current CAS and CSS and will ideally have experience managing a bancassurance team although managers from other sectors are welcome to apply. £29,568 to £44,352 Basic Salary (avg £37k) + bonus + non-contrib final salary + car + banking benefits 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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| Carlisle / South Borders Vacancy - Job Ref: 800 | Added / Updated : 18/06/04 |
| Area Sales Manager - Bancassurance | £30-45k basic + bonus + non-contrib final salary + car + banking benefits |
| 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 are looking for experienced and currently successful managers to help drive their business forward. You will have current CAS and CSS and will ideally have experience managing a bancassurance team although managers from other sectors are welcome to apply. Must be experienced managers - ideally with H15. Should have good team league table and P60 earnings should be strong. Our client has expressed an interest in viewing CVs from strong applicants in this area for a potential vacancy on the horizon. With this in mind it is probably not best suited to candidates currently out of work but rather those interested in what other roles are out there. £29,568 to £44,352 Basic Salary (avg £37k) + bonus + non-contrib final salary + car + banking benefits. The bonus scheme includes a quarterly bonus based on the performance of your team (average £1500-£3500 per qtr), annual bonus based on appraisal over various measures pays up to 20% of basic salary, profit share (whilst not guaranteed) has been 10% of basic salary for the last several years. 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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| Cumbria Vacancy - Job Ref: 804 | Added / Updated : 18/06/04 |
| 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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| Carlisle Vacancy - Job Ref: 1619 | Added / Updated : 15/06/05 |
| Cumbria Vacancy - Job Ref: 1677 | Added / Updated : 08/08/05 |
| 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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| Manchester Vacancy - Job Ref: 1548 | Added / Updated : 29/03/05 |
| Newcastle-upon-Tyne Vacancy - Job Ref: 1549 | Added / Updated : 29/03/05 |
| Personal Financial Adviser (Experienced or Trainee) | 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 -> London weighting £1200-£3450 -> 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 The bank is happy to consider applications from anyone with Full FPC and a proven sales track record (could be in another industry). Competent Adviser Status is desirable although not essential. 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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| Cumbria Vacancy - Job Ref: 1917 | Added / Updated : 27/10/05 |
| 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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| Barrow / Lancaster Vacancy - Job Ref: 250 | Added / Updated : 22/02/04 |
| Carlisle Vacancy - Job Ref: 752 | Added / Updated : 09/06/04 |