There are 17 jobs in this category (Updated: 06/11/05)
| Bank Advisers (up to 65k basic) | Basic 25-65k + 8% pension contribution + £3850 car allow + bonus |
| Major High Street banking group are looking to recruit experienced or trainee financial advisers to work with the groups strong product range. This is a branch based tied advice role with full lead support from the branch network. As with all bancassurance positions, your ability to generate and develop internal relations with the branch staff will greatly improve the volume and quality of your leads so the bank is ideally looking for applicants coming from a bank background. GROUP CRITERIA [Specific criteria will be listed above where appropriate] -> The group are able to consider applicants in all areas regardless of CAS status. -> Some vacancies have lower or higher criteria and are specified with the vacancy location -> If you only have Mortgage Advice experience you are still able to apply in some areas as long as you have FPC / CeFA and have face-to-face sales experience -> In lieu of industry experience you must have either industry qualifications (FPC / CeFA) &/or proven sales track record. On offer is probably the best financial package in the industry. As a new joiner, you can expect to receive a basic of up to 65k (depending on vacancy / experience / current earnings / location etc). In addition to this you will receive 8% pension contribution, £3850 car allowance, 25 days holiday, bonus scheme and a full range of banking benefits. |
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| Chippenham Vacancy - Job Ref: 1803 | Added / Updated : 26/10/05 |
| Swindon Vacancy - Job Ref: 1804 | 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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| Trowbridge / Radstock Vacancy - Job Ref: 1724 | Added / Updated : 24/10/05 |
| Business Financial Adviser | 30k basic + car + bonus + benefits |
| Specialist corporate advice team dealing with the medium to large business clients for this major PLC bank. You will be dealing with a range of clients from partnerships, limited companies up to major enterprises. You should have at least 3 years of face-to-face full advice financial sales - ideally in a corporate context. You will have followed a natural career path with evidence of ambition and progression and must not be a 'job-hopper'. Local vacancies may differ in their specific requirements and any deviations from this will be listed in the advert where appropriate. Ideally you will have one or more AFPC's i.e. G10, G20, G60 |
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| M4 Corridor Vacancy - Job Ref: 2013 | Added / Updated : 27/10/05 |
| Swindon Vacancy - Job Ref: 1891 | Added / Updated : 26/10/05 |
| 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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| Salisbury / Bournemouth Vacancy - Job Ref: 1743 | Added / Updated : 24/10/05 |
| 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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| Chippenham Vacancy - Job Ref: 1960 | Added / Updated : 27/10/05 |
| Devizes Vacancy - Job Ref: 1961 | Added / Updated : 27/10/05 |
| Salisbury / Winchester Vacancy - Job Ref: 1965 | Added / Updated : 27/10/05 |
| Stroud / Tewksbury Vacancy - Job Ref: 1966 | Added / Updated : 27/10/05 |
| Swindon Vacancy - Job Ref: 1968 | Added / Updated : 27/10/05 |
| Trowbridge Vacancy - Job Ref: 1969 | Added / Updated : 27/10/05 |
| Warminster / Frome Vacancy - Job Ref: 1970 | Added / Updated : 27/10/05 |
| 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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| Salisbury Vacancy - Job Ref: 295 | Added / Updated : 22/02/04 |
| Swindon Vacancy - Job Ref: 294 | Added / Updated : 22/02/04 |
| Home-Based Bank IFA | £25-30k basic + car + unlimited bonus + final salary pension |
| According to the Financial Times, our client is one of the top 50 companies to work for in 2005. The sales force currently stands at 90 IFA's nationally with plans to grow this to 110 in the short term future. There are developments on the horizon which would require rapid expansion to 250 IFAs although there is no firm timescale at this stage. We are looking for driven applicants with the motivation and potential to develop themselves personally and technically with AFPC qualifications. You will be set up to work from home and will be given a teritory to manage. The current set up does not provide warm leads so you should have a pro-active approach to prospecting from an existing client bank and gaining referrals. There may be developments in the future that mean you will receive a medium to high level of branch leads but this cannot be guaranteed. Therefore the role is probably best suited to those with an IFA, Direct Sales or Home Service background. The business is main personal planning with the main focus in Portfolio Reconstruction, IHT Planning and Specialist Pensions. There is also some scope for corporate advice. Package (average earnings of £40,000 - top consultant on £100,000) -> Basic of £25-30,000 + £2,000 on completion of AFPC -> Contributory Final Salary Pension -> Uncapped Bonus scheme -> 28 days holiday + bank holidays -> Work/Life balance policy (enhanced maternity leave, compressed hours, career break, etc) -> Preferential rates on loans and other banking benefits |
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| Swindon Vacancy - Job Ref: 1420 | Added / Updated : 02/02/05 |
| 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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| Salisbury Vacancy - Job Ref: 1550 | Added / Updated : 29/03/05 |