Financial Adviser

35000.00 - 40000.00 GBP Annual + GBP35000 - GBP40000/annum
16 Feb 2017
02 Mar 2017
Contract Type
Full Time
Financial Adviser
Shropshire and south Cheshire
Salary up to GBP40k plus bonus OTE of GBP70k ( all clients provided)

I have an exciting opportunity to join an industry leading insurance and financial services company with over 100 years of history.

You will be handed over the territory and all clients from the current adviser who is retiring.

My Client is seeking to appoint an additional Financial Adviser in the North West around Cheshire and Shropshire. 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. Each Agency has on average 2,500 customers and the Agency staff work to deliver a full diary of warm leads just for you. Delivery of their holistic advice proposition by providing compliant advice to our customers resulting in income generation.

The successful Financial Adviser will be responsible for:
* Maximising the personal sales of Life, Pension and Investment business
* Ensuring 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 Analyse, identify and evaluate customer's personal, business and financial situation through comprehensive Fact Finding in line with service standards and regulatory requirements
Promote the holistic financial planning proposition and services available through all distribution channels to ensure the needs of the customer are met and ensuring compliance with both Sales Quality and Advice Standards and Regulatory Requirements

Fully FPC (or equivalent) qualified plus full CAS, full QCA Level 4 qualification (e.g. CII Diploma in Financial Planning) Experience of delivering regulated financial advice to UK customers, preferably working with introducer's. Strong knowledge and understanding of the financial services regulatory and compliance framework

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