Regional Financial Consultant - OTE 73k

Posted 23 February by Birchfield Recruitment Ltd

Our client has a long standing heritage of providing a full range of financial products and services exclusively for medical, teachers, lawyers and dental professionals. Each segment is served by dedicated Financial Consultants who work only within that segment and thus build-up specialist knowledge of their professional customers. This role will give you a wider opportunity to gain experience across all specialist markets in a larger geographic area.

Role :

  • Provide financial advice to both new and existing customers, according to statutory, regulatory and Society compliance requirements
  • To actively promote the full range of products supplied by the Society in a professional and ethical manner to the standards laid down
  • To draw up business plans for achieving sales and profit targets in the full range of products and services
  • To plan and carry out an appropriate level of customer contact, taking account of market opportunities, product features and customer preferences using self generated leads
  • Carry out regular reviews of performance compared to targets
  • To carry out full financial appraisals
  • To identify shortfalls and recommend options to resolve them
  • To respond to the client’s wishes by supplying products and services and to provide an explanation of the client’s decision
  • To deliver agreed levels of service to both new and existing customers, ensuring that sales, activity and personal introduction targets are met
  • To be aware of local market and competitor information
  • To plan sales campaigns and promotional activities
  • Ensure the appropriate number of visits and PIs are scheduled and carried out to achieve required activity targets
  • To keep continually up to date with the product and industry knowledge and selling skills as required by the Society
  • To ensure all required information is completed on every fact find and verified by the customer
  • To provide appropriate advice to all customers in all circumstances

Location :

  • Chepstow & Newport Area
  • Cornwall/South Devon
  • Yeovil
  • Taunton

What's on offer :

  • A basic salary of £44.5k with realistic on target earnings of circa £73k
  • Participation in quarterly and annual bonus schemes
  • 25 days holiday (plus Bank Holidays)
  • Company car or car allowance
  • Generous company pension scheme with up to 10% employer matched contributions
  • Flexible benefits scheme
  • Plus all the support and training that you will need to develop your skills as a financial planning adviser

PRS builds close relationships with candidates and clients to fully understand their needs. You can rely on PRS for support at any stage through the interview and selection process.

Required skills

  • Financial Planning
  • Level 4 Diploma Qualified
  • Life & Pensions

Application questions

Are you Level 4 qualified in Financial Planning?
Please apply if you hold the full qualification in Financial Planning - Level 4?

Reference: 34541354

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