Senior Financial Adviser - Top Building Society based role

Job Title

Financial Planning Manager

Basic up to £46k, Car Allowance £3400, 15% Pension & 10% Benefits. Excellent commission opportunity, top advisers earn in excess of £100k.

Job Advert Details

Background

Operating within the various branches as the FPM you will be providing financial advice to customers, working with a comprehensive range of products, including life, protection, regular and lump sum investments and retirement planning

This role reports into the Area Sales Manager

In response to your customer needs you are required to show flexibility in your working hours on occasion. 

The role

• Building relationships with key contacts within the Banks; coaching and motivating them to help generate sales.
• Building relationships with customers in order to drive and sustain sales, to meet new business and business quality targets.
• Identifying and converting opportunities for driving sales growth and cross selling.
• Meeting activity levels and lead generation requirements.
• Capturing and analysing relevant information to inform sales planning.
• Taking accountability for resolving customer service issues in order to maintain the overall quality of the relationship with our partners and their customers.
• Ensuring appropriate records are maintained and comply with FSA requirements

Skills, knowledge and behaviour

To be successful in this role, you will need to:-

• Have the ability to maintain and develop strong working relationships with the branch staff (who provide you with qualified leads)
• Have a strong track record of achieving sales targets and delivering sales growth
• Have some experience within Financial Services
• Be able to work as part of a sales team
• Have strong presentation and communication skills
• Full FS diploma of close to achieveing

This role is being dealt with by Mark Hazzard, Director of Astral Recruitment Limited, Appointed Representatives of Verridian PLC.