Financial adviser (Redditch)
Working for an established bank within a branch environment, you'll be responsible for providing investment advice to clients with portfolios above GBP50,000 in value. An existing client base will be supplied as will regular leads for new business from colleagues within the branch network. Team working and relationship building skills are therefore important to maximise business potential. The emphasis is very much on the best client outcomes and quality business as opposed to high volume appointments.
Candidates must be QCF level 4 qualified in order to apply and have had experience of advising clients on investments within the last 5 years in a CF30FCA registered role.
Salary is negotiable from GBP40,000 to GBP48,000 depending on experience. A discretionary bonus is paid every 6 months and total annual bonus can vary anywhere from GBP10,000 to GBP20,000 depending on performance. Key areas are business quality, client feedback, CPD and fact find activity.