Senior Financial Advisor - Newton Abbot

Senior Financial Advisor

Fully CEFA or FPC Qualified + Fully Diploma & CAS Status

Basic Salary £30K - £35K  + Car /Allowance + Town Allowance from £4K depending on location Competitive Monthly Bonus Scheme OTE £80K Realistic + Benefits 30 days holiday, staff rate mortgage, private medical care, company pension, discounted insurance home, car& travel, long service award.

Career Opportunities - Progression in to Premier, Wealth & Private banking channels

Our Client A Leading High Street Name are looking to recruit fully qualified Financial Advisors to give holistic Financial Advice to their client base. As this a leading name within the banking industry Customer Focus is paramount.

 
The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing key business.

The Job

• Offering clients a number of key products.

 • Conducting in-depth reviews of clients' financial through key meetings.

• Keeping up to date with financial products and legislation.

• Maintaining detailed records to comply with the regulations of the Financial Services Authority (FSA).

• Producing financial reports.

The Person

• Must be a fully qualified Financial Adviser with CAS Status or held CAS within the last 12 months.
• Fully Diploma status is essential.
• A proven track record of giving advice to clients with proof of league tables and able to produce evidence of sales achievements.
• Knowledgeable with regulations (FSA).

If you meet the requirements for this position and are interested in finding out more please send your CV today in the strictest confidence to Debbie Williams  debbie@opendoorassociates. co.uk