There are 13 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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| Midlands Vacancy - Job Ref: 1771 | Added / Updated : 24/10/05 |
| 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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| Hereford Vacancy - Job Ref: 1820 | Added / Updated : 26/10/05 |
| Worcester Vacancy - Job Ref: 1824 | Added / Updated : 26/10/05 |
| 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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| Malvern / Ledbury / Ludlow / Leominster Vacancy - Job Ref: 1791 | Added / Updated : 26/10/05 |
| Worcester Vacancy - Job Ref: 209 | Added / Updated : 22/02/04 |
| 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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| Abergavenny / Hereford Vacancy - Job Ref: 1750 | Added / Updated : 24/10/05 |
| Worcester Vacancy - Job Ref: 1753 | Added / Updated : 24/10/05 |
| HNW Bank IFA (OTE 60-70k) | Basic 26-39k + car allowance + final salary + bonus etc |
| One of Europe's leading Financial Services groups is looking to expand its face-to-face Independent Financial Services arm. Whilst you will work alongside the tied Bank based sales force where the tied products are not best suited to their clients, you should expect to be more pro-active in gaining referrals and generating new business yourself. Typically you will be covering a larger territory than a tied adviser and in most cases will cover a number of branch locations with the flexibility to see clients on their own premises or out of hours on occasion. The IFA sales force structure their advisers based on the type of client you can expect to deal with and vacancies exist for Personal, Corporate and a mixture of the two. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 3 years Regulated Sales experience -> A minimum of 2 years cumulative post-CAS experience (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 salary £25,700 to £38,600 -> 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 of £4,600 -> 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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| Malverns Vacancy - Job Ref: 1670 | Added / Updated : 08/08/05 |
| 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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| Hereford Vacancy - Job Ref: 440 | Added / Updated : 25/02/04 |
| Worcester Vacancy - Job Ref: 441 | Added / Updated : 25/02/04 |
| 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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| Birmingham Vacancy - Job Ref: 1534 | Added / Updated : 29/03/05 |
| Cheltenham Vacancy - Job Ref: 1539 | 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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| Hereford & Worcester Vacancy - Job Ref: 465 | Added / Updated : 17/03/04 |