There are 172 jobs in this category (Updated: 06/11/05)
| Annuity Adviser Team Leader | circa 30k basic + bonus + full banking benefits |
| The specialist annuity division of this international banking group are loooking to recruit an experience Annuity consultant. Ideally you will hold Competent Supervisor Status but if you do not then this could be an opportunity to progress your career. This brand new role will report to the Sales Manager and have responsibility for motivating and managing part of a team of 14 Annuity Advisers as well as managing a small case load of sales calls. The division receives leads from throughout the group and then goes out to find the best annuity from the whole of the market. The company is looking to interview and offer the role by mid-November and all applicants will require Full FPC, excellent knowledge of the pensions market, proven sales experience and experience of managing and motivating a team (CSS not required) On offer is a basic or circa £30k + average OTE bonus of 25% + private medical + fully flexible banking benefits |
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| Buckinghamshire Vacancy - Job Ref: 2020 | Added / Updated : 02/11/05 |
| 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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| Banbury Vacancy - Job Ref: 1817 | Added / Updated : 26/10/05 |
| Bedford Vacancy - Job Ref: 1167 | Added / Updated : 21/10/04 |
| Biggleswade Vacancy - Job Ref: 1168 | Added / Updated : 21/10/04 |
| Camberley Vacancy - Job Ref: 1866 | Added / Updated : 26/10/05 |
| Canterbury Vacancy - Job Ref: 1798 | Added / Updated : 26/10/05 |
| Chichester Vacancy - Job Ref: 1825 | Added / Updated : 26/10/05 |
| Croydon Vacancy - Job Ref: 1799 | Added / Updated : 26/10/05 |
| Dartford Vacancy - Job Ref: 1800 | Added / Updated : 26/10/05 |
| Epsom Vacancy - Job Ref: 1801 | Added / Updated : 26/10/05 |
| Farnham Vacancy - Job Ref: 1826 | Added / Updated : 26/10/05 |
| Isle of Wight Vacancy - Job Ref: 1827 | Added / Updated : 26/10/05 |
| Luton Vacancy - Job Ref: 1863 | Added / Updated : 26/10/05 |
| Oxford Vacancy - Job Ref: 1821 | Added / Updated : 26/10/05 |
| Portsmouth Vacancy - Job Ref: 1828 | Added / Updated : 26/10/05 |
| Reading Vacancy - Job Ref: 1868 | Added / Updated : 26/10/05 |
| Southampton Vacancy - Job Ref: 1829 | Added / Updated : 26/10/05 |
| Stevenage Vacancy - Job Ref: 1865 | Added / Updated : 26/10/05 |
| Watford Vacancy - Job Ref: 1869 | 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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| Alton / Andover Vacancy - Job Ref: 1725 | Added / Updated : 24/10/05 |
| Aylesbury & High Wycombe (HNW Unit) Vacancy - Job Ref: 1675 | Added / Updated : 08/08/05 |
| Beckenham Vacancy - Job Ref: 1300 | Added / Updated : 05/01/05 |
| Bedford Allhallows / Olney / Cranfield Vacancy - Job Ref: 161 | Added / Updated : 22/02/04 |
| Bexleyheath Vacancy - Job Ref: 1683 | Added / Updated : 08/08/05 |
| Crawley Vacancy - Job Ref: 1735 | Added / Updated : 24/10/05 |
| Egham / Ashford / Burnham Vacancy - Job Ref: 1715 | Added / Updated : 24/10/05 |
| Emsworth / Leigh Park Vacancy - Job Ref: 1713 | Added / Updated : 24/10/05 |
| Godalming Vacancy - Job Ref: 49 | Added / Updated : 22/02/04 |
| Hayling Island / Havant Vacancy - Job Ref: 1714 | Added / Updated : 24/10/05 |
| High Wycombe / Marlow / Beaconsfield Vacancy - Job Ref: 1687 | Added / Updated : 08/08/05 |
| Oxford Vacancy - Job Ref: 1707 | Added / Updated : 24/10/05 |
| Petersfield Vacancy - Job Ref: 1688 | Added / Updated : 08/08/05 |
| Reading Vacancy - Job Ref: 1706 | Added / Updated : 24/10/05 |
| Sidcup Vacancy - Job Ref: 1302 | Added / Updated : 05/01/05 |
| Slough Vacancy - Job Ref: 1071 | Added / Updated : 19/08/04 |
| South Croydon Vacancy - Job Ref: 1311 | Added / Updated : 05/01/05 |
| Sunningdale / Bracknell Vacancy - Job Ref: 1708 | Added / Updated : 24/10/05 |
| Woolston / Hedge End Vacancy - Job Ref: 1754 | Added / Updated : 24/10/05 |
| Business Financial Adviser | 25-40k basic + car / allowance + private medical + bonus |
| Major High Street banking group are looking to recruit experienced financial advisers to work with the groups strong product range to sell to their corporate clients. As with all bancassurance positions, your ability to generate and develop internal relations with the business managers 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 On offer is probably the best financial package in the industry. As a new joiner, you can expect to receive a basic between £25-40k. 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. 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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| Andover Vacancy - Job Ref: 1889 | Added / Updated : 26/10/05 |
| Brighton Vacancy - Job Ref: 1881 | Added / Updated : 26/10/05 |
| Canterbury Vacancy - Job Ref: 1883 | Added / Updated : 26/10/05 |
| Dartford Vacancy - Job Ref: 1885 | Added / Updated : 26/10/05 |
| Gravesend Vacancy - Job Ref: 1886 | Added / Updated : 26/10/05 |
| Guildford Vacancy - Job Ref: 1888 | Added / Updated : 26/10/05 |
| Hawards Heath Vacancy - Job Ref: 1880 | Added / Updated : 26/10/05 |
| Ipswich / Essex Vacancy - Job Ref: 2011 | Added / Updated : 27/10/05 |
| M4 Corridor Vacancy - Job Ref: 2013 | Added / Updated : 27/10/05 |
| Newbury Vacancy - Job Ref: 1890 | Added / Updated : 26/10/05 |
| Southampton Vacancy - Job Ref: 1879 | 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. |
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| Ashford Vacancy - Job Ref: 1778 | Added / Updated : 25/10/05 |
| Brighton Vacancy - Job Ref: 1783 | Added / Updated : 25/10/05 |
| Bromley Vacancy - Job Ref: 1492 | Added / Updated : 09/03/05 |
| Canterbury Vacancy - Job Ref: 1784 | Added / Updated : 25/10/05 |
| Chelmsford Vacancy - Job Ref: 1576 | Added / Updated : 25/04/05 |
| Chichester Vacancy - Job Ref: 1788 | Added / Updated : 25/10/05 |
| Crawley Vacancy - Job Ref: 1787 | Added / Updated : 25/10/05 |
| Dover Vacancy - Job Ref: 1898 | Added / Updated : 27/10/05 |
| East Grinstead Vacancy - Job Ref: 1782 | Added / Updated : 25/10/05 |
| East Sussex Vacancy - Job Ref: 1780 | Added / Updated : 25/10/05 |
| Fareham / Portsmouth area Vacancy - Job Ref: 1572 | Added / Updated : 25/04/05 |
| Folkestone Vacancy - Job Ref: 1896 | Added / Updated : 27/10/05 |
| Gravesend Vacancy - Job Ref: 1897 | Added / Updated : 27/10/05 |
| Guildford Vacancy - Job Ref: 1486 | Added / Updated : 09/03/05 |
| Kent Vacancy - Job Ref: 1779 | Added / Updated : 25/10/05 |
| Kingston / Leatherhead / Banstead Vacancy - Job Ref: 1776 | Added / Updated : 25/10/05 |
| Maidstone Vacancy - Job Ref: 1777 | Added / Updated : 25/10/05 |
| Mid Kent Vacancy - Job Ref: 1489 | Added / Updated : 09/03/05 |
| Mid-Essex Vacancy - Job Ref: 1772 | Added / Updated : 25/10/05 |
| Reading Vacancy - Job Ref: 1321 | Added / Updated : 06/01/05 |
| Reigate Vacancy - Job Ref: 1488 | Added / Updated : 09/03/05 |
| Sevenoaks Vacancy - Job Ref: 1894 | Added / Updated : 26/10/05 |
| Stevenage / Baldock Vacancy - Job Ref: 1596 | Added / Updated : 14/06/05 |
| Tonbridge Wells Vacancy - Job Ref: 1781 | Added / Updated : 25/10/05 |
| Watford/North West London Vacancy - Job Ref: 1459 | Added / Updated : 11/02/05 |
| Welwyn / Luton Vacancy - Job Ref: 1789 | Added / Updated : 25/10/05 |
| West Sussex Vacancy - Job Ref: 1494 | Added / Updated : 09/03/05 |
| 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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| Banbury Vacancy - Job Ref: 1711 | Added / Updated : 24/10/05 |
| Basingstoke Vacancy - Job Ref: 1734 | Added / Updated : 24/10/05 |
| Beckenham / Bromley Vacancy - Job Ref: 1401 | Added / Updated : 01/02/05 |
| East Kent Vacancy - Job Ref: 1468 | Added / Updated : 15/02/05 |
| Kent Vacancy - Job Ref: 1379 | Added / Updated : 01/02/05 |
| Kent / Sussex Borders Vacancy - Job Ref: 1740 | Added / Updated : 24/10/05 |
| Maidenhead / Henley Vacancy - Job Ref: 1376 | Added / Updated : 01/02/05 |
| Newbury / Basingstoke Vacancy - Job Ref: 1699 | Added / Updated : 24/10/05 |
| North East Hampshire/ Surrey Borders Vacancy - Job Ref: 710 | Added / Updated : 03/06/04 |
| Reading Vacancy - Job Ref: 1731 | Added / Updated : 24/10/05 |
| Slough Vacancy - Job Ref: 1377 | Added / Updated : 01/02/05 |
| Sussex Vacancy - Job Ref: 1741 | Added / Updated : 24/10/05 |
| Corporate IFA | 20-35k basic + bonus : Average OTEs 45-60k |
| Established Corporate IFA's required to join one of the countries most successful IFA companies. The firm currently advises over 40% of the FTSE 100. Dealing purely with corporate clients you will be providing advice on the full range of products with particular attention to Investment Planning & Employee Benefits. Leads will be provided but it is essential that you are proactive and can generate new leads & professional connections. Ideally you should have an existing client base that you can bring with you. The office will provide comprehensive support with one PA for every two consultants. Package includes the following: basic 25,000 - 50,000, Car, Fringe benefits, PHI, DIS, AFPC programme, laptop, Renewal Commission buyout scheme. You will hold Full FPC along with Competent Adviser Status (CAS) 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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| Hampshire Vacancy - Job Ref: 447 | Added / Updated : 08/03/04 |
| Financial Adviser - avg OTE 50k | Basic from £25k upwards + bonus + benefits |
| Our long established client is one of the UK's largest Friendly Societies with funds under management of nearly £1 billion. We are looking for experienced and qualified field-based financial advisers. You should have Full FPC and have held CAS within the last 12 months - in addition you should be living in the teritory. Our client is flexible on background but wants to avoid purely IB (Industrial Branch) backgrounds. They enjoy a close and long-standing affiliation with education and public sector bodies. As a result prospective customers often need no introduction to them whatsoever. Add to this their extensive knowledge of their markets and customers, as well as a reputation for sound judgement and expertise; it is easy to see why they gain their edge. The Financial Consultant will be allocated a territory in which will be located a number of Schools and existing clients. You will be targeted to develop this area via regular servicing of existing clients, gaining referrals, and by arranging, in conjunction with other colleagues and the Area Development Manager, a regular cycle of financial planning seminars. The package is an excellent one for the right individual, as can be seen from the fact that many Consultants earn in excess of £50,000pa The package has recently been improved to include the following: -> Basic salaries starting from £25,000 -> Unlimited bonus scheme -> Full Expense Account -> Pension -> PPP -> PHI -> DIS -> Laptop / Printer etc |
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| Guildford Vacancy - Job Ref: 1426 | Added / Updated : 04/02/05 |
| 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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| Andover / Basingstoke Vacancy - Job Ref: 1957 | Added / Updated : 27/10/05 |
| Luton Vacancy - Job Ref: 1954 | Added / Updated : 27/10/05 |
| Oxford Vacancy - Job Ref: 1956 | Added / Updated : 27/10/05 |
| Reading Vacancy - Job Ref: 1964 | Added / Updated : 27/10/05 |
| Salisbury / Winchester Vacancy - Job Ref: 1965 | Added / Updated : 27/10/05 |
| 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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| Luton Vacancy - Job Ref: 1660 | Added / Updated : 05/08/05 |
| HNW IFA - South East | 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 South East region is where this company started and where they have the strongest name awareness and brand loyalty amongst clients and introducers. This is the top performing region in the country and despite only having 35 RI's, their production alone in 2003 puts them in the top 30 nationally of IFA companies with £6.5 million in fee & commission income and £1.75 million in profit. Unlike the rest of the country, the SE Region has over 9000 unallocated HNW clients and as such, there is no specific requirement for you to have an existing client bank. 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 main office is in Bracknell - although 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. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 2 years Regulated Sales experience 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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| Brighton Vacancy - Job Ref: 281 | Added / Updated : 22/02/04 |
| Croydon Vacancy - Job Ref: 283 | Added / Updated : 22/02/04 |
| Guildford Vacancy - Job Ref: 288 | Added / Updated : 22/02/04 |
| Hemel Hempstead Vacancy - Job Ref: 290 | Added / Updated : 22/02/04 |
| High Wycombe Vacancy - Job Ref: 289 | Added / Updated : 22/02/04 |
| Kingston-upon-Thames Vacancy - Job Ref: 284 | Added / Updated : 22/02/04 |
| Oxford Vacancy - Job Ref: 291 | Added / Updated : 22/02/04 |
| Portsmouth Vacancy - Job Ref: 285 | Added / Updated : 22/02/04 |
| Reading Vacancy - Job Ref: 292 | Added / Updated : 22/02/04 |
| Redhill Vacancy - Job Ref: 286 | Added / Updated : 22/02/04 |
| Slough Vacancy - Job Ref: 293 | Added / Updated : 22/02/04 |
| Southampton Vacancy - Job Ref: 287 | Added / Updated : 22/02/04 |
| Twickenham Vacancy - Job Ref: 296 | Added / Updated : 22/02/04 |
| Watford Vacancy - Job Ref: 298 | Added / Updated : 22/02/04 |
| worthing Vacancy - Job Ref: 367 | Added / Updated : 22/02/04 |
| HNW Specialist Financial Consultant | 35k basic + car + tiered bonus + final salary pension |
| Our client is a market leader in a number of specialist professional fields including Doctors, Dentists and Teachers. They are looking to recruit experienced holistic financial planners for their Dental market where you will be offering both personal and corporate advise to the Dentists themselves and for their Companies / Partnerships. Due to the nature of their clients, the company sets very high standards both in Industry experience and Education / Qualifications. As this is a field-based role, you should be self-motivated an pro-active and it is unlikely that you will have a purely bancassurance background. There is an excellent earnings potential as the basic salary is £35,000, a company car is provided with the option to upgrade, a tiered bonus (20% rising to 30%) and low threshold level (£4,700 commission per month) along with a Final Salary pension give truely realistic earnings capacity. |
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| Southampton / Portsmouth Vacancy - Job Ref: 1649 | Added / Updated : 01/08/05 |
| 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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| Milton Keynes Vacancy - Job Ref: 1413 | Added / Updated : 02/02/05 |
| IFA | Negotiable basic circa 30-35k + pension + bonus |
| Local and long-established IFA practice in Buckinghamshire are looking to take on a forward thinking and experienced individual to join the company with a view to ultimately taking on a share in the business. The company adopts very much a holistic advice aproach rather than basic product sales. Having been established for over 30 years, they have built up a substantial and loyal client base in both the personal and corporate markets. You should be prepared to put in the work in order to reap the results. In addition, whilst you will need to have a good team focus, it would be a distinct advantage if you have experienced management or running your own business in the past. A good likely match for this role would be a self-employed network member who is looking for more stability and the opportunity to benefit from lead and sales support. The company is directly registered and is in the process of recruiting a full-time paraplanner. |
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| Buckinghamshire Vacancy - Job Ref: 280 | Added / Updated : 22/02/04 |
| Essex Vacancy - Job Ref: 664 | Added / Updated : 24/05/04 |
| Hertfordshire Vacancy - Job Ref: 666 | 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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| Cheltenham Vacancy - Job Ref: 1539 | Added / Updated : 29/03/05 |
| Godalming Vacancy - Job Ref: 1542 | Added / Updated : 29/03/05 |
| Iver Vacancy - Job Ref: 1543 | Added / Updated : 29/03/05 |
| Salisbury Vacancy - Job Ref: 1550 | Added / Updated : 29/03/05 |
| Tunbridge Wells Vacancy - Job Ref: 1552 | Added / Updated : 29/03/05 |
| Walton-on-Thames Vacancy - Job Ref: 1553 | 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. | |
| Home Counties Vacancy - Job Ref: 1131 | Added / Updated : 28/09/04 |
| London Vacancy - Job Ref: 1224 | Added / Updated : 02/11/04 |
| IFA Sales Manager | negotiable package depending on experience : circa 40-50k + bonus |
| 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 clientel 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 appoach 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. We are looking for an experienced and technically strong Sales Manager with a proven track record. Your role will include some element of Sales and Recruitment but primarily development of the IFAs. 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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| Tonbridge Wells Vacancy - Job Ref: 1588 | Added / Updated : 29/04/05 |
| Independent Financial Adviser | Self-employed with commission split up to 75% |
| Regional practice of this National IFA are looking to expand by recruiting a hungry and experienced adviser. This is a relatively young practice but the principle has over 14 years Financial Services experience. You could be from either a Tied or IFA background but must have sufficient clients to support yourself initially. Full admin support is available and a marketing budget is available which will increase with your production levels. You should be producing the equivalent of at least 70-80k Gross Commission currently. Commission levels are negotiable but a guide is 55-75% which is dependent on production levels. There is the potential to take an equity share in the practice for the right person. |
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| Potters Bar Vacancy - Job Ref: 1240 | Added / Updated : 10/11/04 |
| 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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| Clacton Vacancy - Job Ref: 1219 | 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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| Basildon Vacancy - Job Ref: 1197 | Added / Updated : 28/10/04 |
| Clacton Vacancy - Job Ref: 1198 | Added / Updated : 28/10/04 |
| Leigh-on-Sea & Benfleet Vacancy - Job Ref: 1199 | Added / Updated : 28/10/04 |
| Luton Vacancy - Job Ref: 1193 | Added / Updated : 28/10/04 |
| Romford Vacancy - Job Ref: 1200 | Added / Updated : 28/10/04 |
| Strood Vacancy - Job Ref: 1202 | Added / Updated : 28/10/04 |
| Woking Vacancy - Job Ref: 1204 | 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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| Aldershot Vacancy - Job Ref: 1995 | Added / Updated : 27/10/05 |
| Bracknell Vacancy - Job Ref: 1997 | Added / Updated : 27/10/05 |
| Brighton & Crawley Vacancy - Job Ref: 1987 | Added / Updated : 27/10/05 |
| Camberley Vacancy - Job Ref: 1998 | Added / Updated : 27/10/05 |
| Croydon Vacancy - Job Ref: 1989 | Added / Updated : 27/10/05 |
| East Kent Vacancy - Job Ref: 1990 | Added / Updated : 27/10/05 |
| East Sussex Vacancy - Job Ref: 1991 | Added / Updated : 27/10/05 |
| Farnborough Vacancy - Job Ref: 2001 | Added / Updated : 27/10/05 |
| Farnham / Bordon Vacancy - Job Ref: 2002 | Added / Updated : 27/10/05 |
| Hertfordshire Vacancy - Job Ref: 1981 | Added / Updated : 27/10/05 |
| Medway Vacancy - Job Ref: 1992 | Added / Updated : 27/10/05 |
| North Kent (Urgent) Vacancy - Job Ref: 1993 | Added / Updated : 27/10/05 |
| Portsmouth Vacancy - Job Ref: 2005 | Added / Updated : 27/10/05 |
| Slough Vacancy - Job Ref: 2006 | Added / Updated : 27/10/05 |
| South East Essex Vacancy - Job Ref: 1977 | Added / Updated : 27/10/05 |
| South West Essex Vacancy - Job Ref: 1978 | Added / Updated : 27/10/05 |
| Southampton Vacancy - Job Ref: 2007 | Added / Updated : 27/10/05 |
| Windsor Vacancy - Job Ref: 2009 | Added / Updated : 27/10/05 |
| Woking / Worthing Vacancy - Job Ref: 1994 | 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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| Canterbury Vacancy - Job Ref: 1645 | Added / Updated : 20/07/05 |
| Croydon Vacancy - Job Ref: 1600 | Added / Updated : 15/06/05 |
| Epsom Vacancy - Job Ref: 1601 | Added / Updated : 15/06/05 |
| Essex Vacancy - Job Ref: 1633 | Added / Updated : 27/06/05 |
| Outer North London Vacancy - Job Ref: 1646 | Added / Updated : 20/07/05 |
| Tunbridge Wells Vacancy - Job Ref: 1602 | Added / Updated : 15/06/05 |
| 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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| Andover Vacancy - Job Ref: 1477 | Added / Updated : 22/02/05 |
| Croydon Vacancy - Job Ref: 443 | Added / Updated : 26/02/04 |
| Dorking Vacancy - Job Ref: 1796 | Added / Updated : 26/10/05 |
| Hertfordshire Vacancy - Job Ref: 671 | Added / Updated : 24/05/04 |
| Portsmouth Vacancy - Job Ref: 1350 | Added / Updated : 24/01/05 |
| Romford/Ilford/Barking Vacancy - Job Ref: 1797 | Added / Updated : 26/10/05 |
| Slough Vacancy - Job Ref: 1775 | Added / Updated : 25/10/05 |
| Southampton Vacancy - Job Ref: 1349 | Added / Updated : 24/01/05 |
| Watford Vacancy - Job Ref: 1323 | Added / Updated : 07/01/05 |
| 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 |
| East Sussex / Kent borders Vacancy - Job Ref: 1785 | Added / Updated : 25/10/05 |
| Telephone Based Pensions Transfer Consutlant | 25-30k + branch bonus |
| 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 clientel 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 appoach 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 have recently aquired a specialist IFA dealing soley with Pensions Transfer business entirely over the phone. There is a high level of activity so we are looking for someone ideally with telephone advice experience and experience or an aptitude towards Pensions Transfer work. G60 is not an essential requriement as training will be provided to the right person. 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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| Iver Vacancy - Job Ref: 1589 | Added / Updated : 29/04/05 |
| 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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| South East Vacancy - Job Ref: 1659 | Added / Updated : 02/08/05 |