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Financial Planning Advisor - Great product range & Package
- Twickenham, Middlesex
- £28,000 - £40,000 per annum, OTE
- 2 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21162669
Organisation Description
Branch based Financial Advisor
Financial Planning Advisors, within our Retail Banking and Wealth Management business, provide a professional holistic wealth planning service to both new and existing customers by identifying customer needs in line with the Bank’s policy on treating customers fairly (TFC). Relevant financial advisor qualifications, as detailed below, are required.
Job Description
The jobholder is expected to meet customer needs with particular emphasis on the protection, pension and investment products available through the Bank’s branch network. In proactively developing and strengthening customer relationships, the jobholder will generate new business in line with Best place to Bank principles.
Key responsibilities will include:
• Achieving personal and team’s sales target in Life Protection & Investment (LP&I)
• Advocating putting customers first and delivering a consistently excellent customer experience
• Recognizing the wider wealth planning needs of customers and making referrals to other areas of the bank, where the customers’ wider needs can be met
• Working with customers to ensure their understanding of what is offered, why and how they can benefit
Person Specification
Qualifications:
In order to be considered for this role you must hold the QCF Level 4 Diploma Qualification or be within 40 credits.
In addition to the qualification described above, the ideal candidate will be required to have:
• Networking and relationship building skills required for developing and delivering joined up services and solutions aligned to customer needs and to increase referrals between business areas
Experience within a bancassurance environment
• Professional communication skills with experience communicating effectively and inclusively with a diverse audience
• Experience in coaching/training colleagues in your specialist products/areas of expertise
• The ability to work independently, proactively manage your time and commitments to meet a range of stakeholders’ needs and priorities
• An understanding of the regulatory, financial and risk contexts in which financial advisors operate and experience of personally complying with relevant regulation and quality measures
Reed Specialist Recruitment Limited is an employment agency and employment business
Branch based Financial Advisor
Financial Planning Advisors, within our Retail Banking and Wealth Management business, provide a professional holistic wealth planning service to both new and existing customers by identifying customer needs in line with the Bank’s policy on treating customers fairly (TFC). Relevant financial advisor qualifications, as detailed below, are required.
Job Description
The jobholder is expected to meet customer needs with particular emphasis on the protection, pension and investment products available through the Bank’s branch network. In proactively developing and strengthening customer relationships, the jobholder will generate new business in line with Best place to Bank principles.
Key responsibilities will include:
• Achieving personal and team’s sales target in Life Protection & Investment (LP&I)
• Advocating putting customers first and delivering a consistently excellent customer experience
• Recognizing the wider wealth planning needs of customers and making referrals to other areas of the bank, where the customers’ wider needs can be met
• Working with customers to ensure their understanding of what is offered, why and how they can benefit
Person Specification
Qualifications:
In order to be considered for this role you must hold the QCF Level 4 Diploma Qualification or be within 40 credits.
In addition to the qualification described above, the ideal candidate will be required to have:
• Networking and relationship building skills required for developing and delivering joined up services and solutions aligned to customer needs and to increase referrals between business areas
Experience within a bancassurance environment
• Professional communication skills with experience communicating effectively and inclusively with a diverse audience
• Experience in coaching/training colleagues in your specialist products/areas of expertise
• The ability to work independently, proactively manage your time and commitments to meet a range of stakeholders’ needs and priorities
• An understanding of the regulatory, financial and risk contexts in which financial advisors operate and experience of personally complying with relevant regulation and quality measures
Reed Specialist Recruitment Limited is an employment agency and employment business
