There are 32 jobs in this category (Updated: 06/11/05)
| 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. |
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| Cambridge Vacancy - Job Ref: 1837 | Added / Updated : 26/10/05 |
| Huntingdon Vacancy - Job Ref: 1165 | Added / Updated : 21/10/04 |
| Norwich Vacancy - Job Ref: 1838 | Added / Updated : 26/10/05 |
| Peterborough Vacancy - Job Ref: 1839 | Added / Updated : 26/10/05 |
| St Neots Vacancy - Job Ref: 1166 | Added / Updated : 21/10/04 |
| 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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| Norwich Vacancy - Job Ref: 1759 | 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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| Ipswich / Essex Vacancy - Job Ref: 2011 | 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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| Cambridge Vacancy - Job Ref: 1575 | Added / Updated : 25/04/05 |
| Ipswich North Vacancy - Job Ref: 1574 | Added / Updated : 25/04/05 |
| Peterborough Vacancy - Job Ref: 1458 | 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. |
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| Cambridgeshire Vacancy - Job Ref: 1945 | Added / Updated : 27/10/05 |
| North East Midlands Vacancy - Job Ref: 1949 | Added / Updated : 27/10/05 |
| Norwich (East) Vacancy - Job Ref: 1948 | Added / Updated : 27/10/05 |
| HNW Personal IFA - OTE 60k+ | 25-50k basic + car allowance + pension + bonus : OTE 45-90k+ |
| Established Financial Advisers required to join one of the countries most successful National IFA companies. Dealing with A&B customers you will be providing advice on the full range of products with particular attention to IHT, Long Term Care & Investment Planning. The company sits on the Solicitors & Accountancy panel and have a good source of professional introducers. In addition to this there is a wide range of sales support and expertise to fall back on. The company firmly believes in Financial Advice rather than product sales - and as such you will need to have evidence of achievement with a holistic approach. The company is fully geared towards field-based consultants and you have the option of working from the offices if you are within commuting distance. The availability of a client bank to work from varies with each location so you do not necessarily need an existing bank of clients to work from. We will be able to advise you of the local support available when we speak to you. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 2 years Regulated Sales experience -> Ideally IFA experience but not essential if you have the right aptitude to HNW / Investment advice PACKAGE: This company is one of the few to provide a Renewal Buy-Out scheme. The package consists of the following: -> Basic £25,000 - £50,000 (depending on experience, qualifications & clients) -> Quarterly Bonus -> Car Allowance (approx £5k depending on grade) + expenses -> 10% non-contributory GPP -> PHI -> DIS -> Renewal Buyout scheme -> State of the art Laptop and all home-office technology (regardless of whether you are home of office based) -> Sales support (normally 1 PA / Paraplanner for every 4 consultants. Where a consultant produces more than £200k then they will get their own PA) 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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| Norwich Vacancy - Job Ref: 366 | Added / Updated : 22/02/04 |
| Home-Based Bank IFA | £25-30k basic + car + unlimited bonus + final salary pension |
| According to the Financial Times, our client is one of the top 50 companies to work for in 2005. The sales force currently stands at 90 IFA's nationally with plans to grow this to 110 in the short term future. There are developments on the horizon which would require rapid expansion to 250 IFAs although there is no firm timescale at this stage. We are looking for driven applicants with the motivation and potential to develop themselves personally and technically with AFPC qualifications. You will be set up to work from home and will be given a teritory to manage. The current set up does not provide warm leads so you should have a pro-active approach to prospecting from an existing client bank and gaining referrals. There may be developments in the future that mean you will receive a medium to high level of branch leads but this cannot be guaranteed. Therefore the role is probably best suited to those with an IFA, Direct Sales or Home Service background. The business is main personal planning with the main focus in Portfolio Reconstruction, IHT Planning and Specialist Pensions. There is also some scope for corporate advice. Package (average earnings of £40,000 - top consultant on £100,000) -> Basic of £25-30,000 + £2,000 on completion of AFPC -> Contributory Final Salary Pension -> Uncapped Bonus scheme -> 28 days holiday + bank holidays -> Work/Life balance policy (enhanced maternity leave, compressed hours, career break, etc) -> Preferential rates on loans and other banking benefits |
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| Cambridge Vacancy - Job Ref: 1414 | Added / Updated : 02/02/05 |
| Cambridge Vacancy - Job Ref: 1641 | Added / Updated : 04/07/05 |
| Ipswich Vacancy - Job Ref: 1412 | Added / Updated : 02/02/05 |
| Norwich Vacancy - Job Ref: 1407 | Added / Updated : 02/02/05 |
| 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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| East Anglia Vacancy - Job Ref: 663 | 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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| Cambridge Vacancy - Job Ref: 1536 | Added / Updated : 29/03/05 |
| IFA Financial Planner | Self Employed |
| Highly successful Midlands, East Anglia and Home Counties IFA Group are looking to recruit additional IFA Consultants who are looking for support to improve their business and to continue to develop their knowledge. Applicants will be existing IFAs or top producers in a Tied environment looking for support to make the transition to an IFA role. You will have an existing client base or introducer source to work from and must be focussed on developing your business, benefiting from the experience and support of this established firm. They will work with you to achieve your goals, assisting in setting up the infrastructure of your business, providing stationary, product research and client management software and helping you with marketing and business development ideas. Generous commission structures and share options are on offer. | |
| London Vacancy - Job Ref: 1224 | Added / Updated : 02/11/04 |
| Independent Financial Planners - avg OTE 40-60k+ | 25k basic + car or allowance + pensions + BUPA + banking benefits |
| Leading regional Building Society Group are looking to expand their IFA financial services arm with a new policy to place a Financial Adviser in every branch. They have a highly succesful sales force and as such, they are looking to continue their success by recruiting the right people. Some of these branches will not currently be fully supporting 5 days a week but you will have full access to the client database so candidates with direct sales or home service history would be well suited to 'hunt' from this source in addition to branch leads. You will need to have at least 3 years relevent experience along with Full FPC and Competent Adviser Status. Your persistency should be at least 90% and your current production should be the equivalent of at least £75,000 gross commission with a reasonably high level of appointments (8-10 1st / 4-5 2nds per week). AFPC is highly desirable although not essential. You should have reasonably competent IT skills as you will be using a laptop to run the electronic fact-find and product selection software. On offer is a 25k basic + car or allowance + pensions + BUPA + banking benefits. Realistic 1st year earnings would depend on your experience of IFA advice and how quickly you can pick it up - a minimum of circa £33k, average of £40k and as much as £50-60k for the strongest candidates. Once you reach a certain level of production you will receive dedicated paraplanner support. 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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| Arundel Vacancy - Job Ref: 1218 | Added / Updated : 01/11/04 |
| Bury St Edmunds Vacancy - Job Ref: 1220 | Added / Updated : 01/11/04 |
| Cambridge Vacancy - Job Ref: 1221 | Added / Updated : 01/11/04 |
| Gt Yarmouth Vacancy - Job Ref: 1172 | Added / Updated : 26/10/04 |
| Huntingdon Vacancy - Job Ref: 1222 | Added / Updated : 01/11/04 |
| Peterborough Vacancy - Job Ref: 1178 | Added / Updated : 27/10/04 |
| Whittlesea Vacancy - Job Ref: 1223 | Added / Updated : 01/11/04 |
| Mortgage Advisers | Basic to 18k + £2400 car allow. : OTE £35-40k |
| Mortgage Adviser role with one of Europe's largest, privately owned independent Estate Agency chains. Enthusiastic sales focused individuals required to join busy teams based in this reputable estate agency chain. They need people with good mortgage sales experience - ideally in an Estate Agency background. You should be able to handle a high level of appointments - up to 20-25 per week selling the full range of Mortgage and associated products. Package includes: Basic up to 18k + £2,400 car allowance or car with bonus scheme giving potential earnings of £35-40,000 |
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| Woodbridge Vacancy - Job Ref: 1195 | Added / Updated : 28/10/04 |
| 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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| Suffolk Vacancy - Job Ref: 1979 | Added / Updated : 27/10/05 |
| Sales Manager | TBC |
| Our client is a well-respected Bank with an IFA sales force who are looking for an experienced Sales Manager to take on an existing team. You will ideally have experience of managing a team in a Bank or IFA environment. This is a very new vacancy and at this time we are waiting for a full job description and package details |
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| Norfolk Vacancy - Job Ref: 2022 | Added / Updated : 04/11/05 |
| Sales Manager - Bancassurance (OTE 55-60k) | 30k basic + car + bonus |
| Major High Street Bank is looking to recruit Regulated Sales Managers to develop teams of existing advisers and to get involved in recruiting new advisers. They are ideally looking for managers from other banks or building societies - although all regulated sectors will be considered. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 2 years of post-CSS signoff -> Current earnings of at least 40k -> Stable work history (no more than 3 jobs in the last 5 years - exceptions made for Redundancies etc) 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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| Beds / Essex / Herts / Cambs Vacancy - Job Ref: 2021 | Added / Updated : 04/11/05 |