Financial Advisor

Recruiter
Anonymous
Location
Marlow
Salary
30000.00 - 40000.00 GBP Annual + GBP30000 - GBP40000/annum Uncapped Bonuses
Posted
15 Feb 2017
Closes
15 Mar 2017
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Financial Advisor - Marlow - Generous Basic + Uncapped Bonuses
One of the UK's leading general insurance and financial services companies, who have been meeting their customers' needs for over 100 years.

We are currently seeking to appoint an additional Financial Adviser. The role of Financial Adviser is crucial to our growth strategy within our Life, Pensions and Investments Business. Working closely with a small number of Agents to develop life leads.
The role
?? Maximising the personal sales of Life, Pension and Investment business
?? Ensure effective working relationships are built and maintained within Agent and Client base
?? Adhering to all compliance and regulatory requirements
?? Ensuring Sales activity is in accordance with the agreed Agency Plan
The candidate
?? Proven success of working in Life Sales
?? Ability to meet agreed objectives and targets
?? Ability to develop, implement and monitor business plans to increase sales and to respond promptly and effectively to changes in the market
?? Understand and priorities customer needs to deliver a high standard of advice and service
?? Fully FPC (or equivalent) qualified plus full CAS, full QCA Level 4 qualification (e.g. CII Diploma in Financial Planning)

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful