There are 38 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 |
|
| South Wales Vacancy - Job Ref: 1770 | 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. |
|
| Bangor Vacancy - Job Ref: 1847 | Added / Updated : 26/10/05 |
| Bridgend Vacancy - Job Ref: 1848 | Added / Updated : 26/10/05 |
| Cardiff Vacancy - Job Ref: 1849 | Added / Updated : 26/10/05 |
| Carmarthen Vacancy - Job Ref: 1850 | Added / Updated : 26/10/05 |
| Haverfordwest Vacancy - Job Ref: 1851 | Added / Updated : 26/10/05 |
| Mrthyr Tydfil Vacancy - Job Ref: 1852 | Added / Updated : 26/10/05 |
| Newport Vacancy - Job Ref: 1853 | Added / Updated : 26/10/05 |
| Pontypridd Vacancy - Job Ref: 1854 | Added / Updated : 26/10/05 |
| Swansea Vacancy - Job Ref: 1856 | 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 |
|
| Ammanford / Llanelli / Morriston Vacancy - Job Ref: 1516 | Added / Updated : 14/03/05 |
| Cardiff area Vacancy - Job Ref: 1729 | Added / Updated : 24/10/05 |
| North Wales Vacancy - Job Ref: 1678 | Added / Updated : 08/08/05 |
| Porthmadog / Dolgellau Vacancy - Job Ref: 1793 | Added / Updated : 26/10/05 |
| Wrexham Vacancy - Job Ref: 210 | Added / Updated : 22/02/04 |
| 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. |
|
| Cardiff Vacancy - Job Ref: 753 | Added / Updated : 09/06/04 |
| Cardiff Vacancy - Job Ref: 1497 | Added / Updated : 09/03/05 |
| Swansea Vacancy - Job Ref: 1496 | 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 |
|
| Abergavenny / Hereford Vacancy - Job Ref: 1750 | Added / Updated : 24/10/05 |
| Bridgend / Swansea Vacancy - Job Ref: 1751 | Added / Updated : 24/10/05 |
| Northwich & Rhos-on-Sea Vacancy - Job Ref: 1737 | Added / Updated : 24/10/05 |
| West Wales Vacancy - Job Ref: 1387 | Added / Updated : 01/02/05 |
| 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. |
|
| Cardiff & SW Valleys Vacancy - Job Ref: 1959 | Added / Updated : 27/10/05 |
| Newport Vacancy - Job Ref: 1963 | Added / Updated : 27/10/05 |
| Swansea Vacancy - Job Ref: 1967 | Added / Updated : 27/10/05 |
| West Wales Vacancy - Job Ref: 1971 | Added / Updated : 27/10/05 |
| 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 |
|
| Bridgend / Valleys Vacancy - Job Ref: 1638 | Added / Updated : 29/06/05 |
| Cwmbran Vacancy - Job Ref: 1639 | Added / Updated : 29/06/05 |
| Merthyr Tydfil Vacancy - Job Ref: 1421 | Added / Updated : 02/02/05 |
| Swansea Vacancy - Job Ref: 1637 | Added / Updated : 29/06/05 |
| 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 |
|
| Cardiff Vacancy - Job Ref: 1537 | Added / Updated : 29/03/05 |
| Wilmslow Vacancy - Job Ref: 1554 | Added / Updated : 29/03/05 |
| 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. |
|
| North Wales Vacancy - Job Ref: 1934 | Added / Updated : 27/10/05 |
| Scarborough / Bridlington Vacancy - Job Ref: 1926 | 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 |
|
| South Wales Vacancy - Job Ref: 1643 | Added / Updated : 20/07/05 |
| Private Banking Sales Manager | Basic £35-52k + car + 38 days holiday + 10% car allowance + final salary + bonus |
| Our international banking client has recently restructured the regions which have resulted in some new vacancies arrising for sales managers to lead their successful Private Banking arm. Your team will be advising to truely HNW Clients where the minimum criteria to become a clients is either a minimum annual income of £100,000pa or investable assets of at least £200,000 (excluding property). Clients come both from the existing client bank and relationship building with the Corporate business channel. We are looking for someone with a proven ability to develop existing teams as well as bring on new staff. Your background does not necassrily have to be banking related although this would be a distinct advantage. You must have a strong Regulated Financial Services management track record with excellent internal relationship management skills along with FPC + CSS. Basic £35-52k + car + 38 days holiday + 10% car allowance + final salary + bonus |
|
| North Wales / Staffordshire Vacancy - Job Ref: 1669 | Added / Updated : 08/08/05 |
| 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. |
|
| Milford Haven / Penbroke Dock Vacancy - Job Ref: 751 | Added / Updated : 07/06/04 |
| North Cardiff Vacancy - Job Ref: 153 | Added / Updated : 22/02/04 |