There are 49 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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| Aberdeen Vacancy - Job Ref: 1215 | Added / Updated : 01/11/04 |
| Carlisle / South Borders Vacancy - Job Ref: 800 | Added / Updated : 18/06/04 |
| Edinburgh Vacancy - Job Ref: 801 | Added / Updated : 18/06/04 |
| Glasgow Vacancy - Job Ref: 802 | Added / Updated : 18/06/04 |
| 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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| Aberdeen Vacancy - Job Ref: 1811 | Added / Updated : 26/10/05 |
| Central (Falkirk / Perth / Stirling) Vacancy - Job Ref: 1812 | Added / Updated : 26/10/05 |
| Dundee Vacancy - Job Ref: 1813 | Added / Updated : 26/10/05 |
| Edinburgh Vacancy - Job Ref: 1814 | Added / Updated : 26/10/05 |
| Glasgow Vacancy - Job Ref: 1815 | Added / Updated : 26/10/05 |
| Oban Vacancy - Job Ref: 1816 | 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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| Aberdeen Vacancy - Job Ref: 1139 | Added / Updated : 30/09/04 |
| Aberdeen (Central) Vacancy - Job Ref: 1719 | Added / Updated : 24/10/05 |
| Edinburgh Vacancy - Job Ref: 1325 | Added / Updated : 07/01/05 |
| Edinburgh Vacancy - Job Ref: 1728 | Added / Updated : 24/10/05 |
| Glasgow Vacancy - Job Ref: 1696 | Added / Updated : 08/08/05 |
| Nairn (IV12) Vacancy - Job Ref: 12 | Added / Updated : 22/02/04 |
| 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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| Aberdeen Vacancy - Job Ref: 2015 | Added / Updated : 27/10/05 |
| Edinburgh Vacancy - Job Ref: 2010 | Added / Updated : 27/10/05 |
| Corporate Bank IFA (OTE circa 50-60k) | 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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| Dundee & Perthshire Vacancy - Job Ref: 1762 | 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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| Glasgow Vacancy - Job Ref: 1763 | Added / Updated : 24/10/05 |
| Moray Vacancy - Job Ref: 1764 | Added / Updated : 24/10/05 |
| Perth & Tayside Vacancy - Job Ref: 1765 | Added / Updated : 24/10/05 |
| 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 |
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| Edinburgh Vacancy - Job Ref: 1540 | Added / Updated : 29/03/05 |
| Glasgow Vacancy - Job Ref: 1541 | Added / Updated : 29/03/05 |
| Inverness Vacancy - Job Ref: 1544 | Added / Updated : 29/03/05 |
| IFA Sales Manager | Basic to 53k + 10% car allowance + final salary pension + bonus : OTE 70k+ |
| One of Europe's leading Financial Services groups is looking to expand its Independent Financial Services offering through its nationwide network of High Street banks and dedicated business centres. They are looking for experienced and currently successful managers to help drive their business forward. You will have current CAS and have held Competent Supervisor Status for t least two years. Ideally have experience managing a similar team although managers from other sectors are welcome to apply. Basic circa 40-42k (full range is 35 to 53k) + 10% car allowance + final salary pension + two bonus schemes gives realistic earnings of 70k+ 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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| Glasgow Vacancy - Job Ref: 1284 | Added / Updated : 07/12/04 |
| 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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| Aberdeen Vacancy - Job Ref: 1899 | Added / Updated : 27/10/05 |
| Ayrshire Vacancy - Job Ref: 1908 | Added / Updated : 27/10/05 |
| Borders Vacancy - Job Ref: 1900 | Added / Updated : 27/10/05 |
| Central Stirling Vacancy - Job Ref: 1901 | Added / Updated : 27/10/05 |
| Dunbarton Vacancy - Job Ref: 1909 | Added / Updated : 27/10/05 |
| Dundee / Perth Vacancy - Job Ref: 1902 | Added / Updated : 27/10/05 |
| Edinburgh Vacancy - Job Ref: 1903 | Added / Updated : 27/10/05 |
| Fife Vacancy - Job Ref: 1904 | Added / Updated : 27/10/05 |
| Highlands & Islands Vacancy - Job Ref: 1905 | Added / Updated : 27/10/05 |
| Inverclyde Vacancy - Job Ref: 1910 | Added / Updated : 27/10/05 |
| Lothian Vacancy - Job Ref: 1906 | Added / Updated : 27/10/05 |
| Moray Vacancy - Job Ref: 1907 | Added / Updated : 27/10/05 |
| North Lanarkshire Vacancy - Job Ref: 1911 | Added / Updated : 27/10/05 |
| South Lanarkshire Vacancy - Job Ref: 1912 | Added / Updated : 27/10/05 |
| South West (D&G) Vacancy - Job Ref: 1913 | Added / Updated : 27/10/05 |
| Private Banking Managers | Basic 25 to 37k + car allowance + final salary + bonus |
| One of the leading European banking organisations is looking to expand its team of regulated Private Banking Managers by recruiting mature and self-confident individuals who can interact well with people of influence. You will proactively build and develop a portfolio of high net worth clients, providing advice on a wide range of financial matters, in order to maximise the level of client service & provision of cross sales opportunities. You will have the support of a Private Banking Officer who will assist with a variety of tasks. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 12 months Regulated Sales experience -> A minimum of 12 months cumulative post-CAS experience (you do not necessarily have to be CAS currently) -> Whilst not an essential for every location, preference will always be given to candidates with exposure to Retail Banking and Regulated Sales. -> 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 = £25,000 to £37,500 -> Regional Large Town Allowance up to £3,450 -> Negotiable Guarantees available depending on background -> Car Allowance / Flexible Benefits £4,200 -> 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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| Aberdeen Vacancy - Job Ref: 1663 | Added / Updated : 08/08/05 |
| Ayrshire Vacancy - Job Ref: 1664 | Added / Updated : 08/08/05 |
| Dumfies & Galloway Vacancy - Job Ref: 1665 | Added / Updated : 08/08/05 |
| Elgin / Morayshire Vacancy - Job Ref: 1666 | Added / Updated : 08/08/05 |
| Inverness Vacancy - Job Ref: 1667 | Added / Updated : 08/08/05 |
| Lanarkshire Vacancy - Job Ref: 1668 | Added / Updated : 08/08/05 |
| Scotland x2 (Location TBC) Vacancy - Job Ref: 1603 | Added / Updated : 15/06/05 |
| 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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| Glasgow Vacancy - Job Ref: 1652 | Added / Updated : 02/08/05 |