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Derbyshire Financial Services Vacancies

There are 6 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
East Midlands (Nottm / Derby / Leicester) Vacancy - Job Ref: 1635 Added / Updated : 27/06/05

Bank Advisers (up to 65k basic) Basic 25-65k + 8% pension contribution + £3850 car allow + bonus
Major High Street banking group are looking to recruit experienced or trainee financial advisers to work with the groups strong product range. This is a branch based tied advice role with full lead support from the branch network. As with all bancassurance positions, your ability to generate and develop internal relations with the branch staff will greatly improve the volume and quality of your leads so the bank is ideally looking for applicants coming from a bank background.

GROUP CRITERIA [Specific criteria will be listed above where appropriate]
-> The group are able to consider applicants in all areas regardless of CAS status.
-> Some vacancies have lower or higher criteria and are specified with the vacancy location
-> If you only have Mortgage Advice experience you are still able to apply in some areas as long as you have FPC / CeFA and have face-to-face sales experience
-> In lieu of industry experience you must have either industry qualifications (FPC / CeFA) &/or proven sales track record.

On offer is probably the best financial package in the industry. As a new joiner, you can expect to receive a basic of up to 65k (depending on vacancy / experience / current earnings / location etc). In addition to this you will receive 8% pension contribution, £3850 car allowance, 25 days holiday, bonus scheme and a full range of banking benefits.
Chesterfield Vacancy - Job Ref: 1805 Added / Updated : 26/10/05

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.
Derby / Nottingham Vacancy - Job Ref: 1456 Added / Updated : 11/02/05

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.
Derby Vacancy - Job Ref: 1951 Added / Updated : 27/10/05
Derby Vacancy - Job Ref: 1944 Added / Updated : 27/10/05

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
Leicester Vacancy - Job Ref: 1546 Added / Updated : 29/03/05