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Whole of Market Financial Adviser

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Job details
Whole of Market Financial Adviser
WEB462235PCO
£30k-£35k (£60k OTE)
Preston


Working for a nationally recognised organisation within Financial Services the role will be based from one of their branches in Preston. You will be responsible for providing whole of market advice to a wide range of clients, particularly on investments and IHT planning.

The role is to cover branch leads and to service your own allocated review clients. As well as developing your own client bank effectively, the successful candidate will be able to demonstrate and evidence their strength in training and coaching of branch staff to generate further leads streams.

You will have a proven record of sales success covering savings, pensions and investment advice and an outstanding ability to develop and maintain long-lasting client relationships by providing appropriate and understandable advice.

You will need to have the relevant qualifications and experience within the financial services arena. Minimum expectations are FPC or CEFA qualified. Ideally you'll be progressing towards or willing to progress towards CII Diploma level exams. You must have previously held CAS status and been working in an advising capacity hitting and achieving personal sales targets.

In return you will receive a very competitive salary package including basic salary, a commission structure designed to incentivise and rewards as well as other benefits in keeping with a role of this level.
 
Contact details
Paul Collins
0113 202 1577
paul.collins@ipsgroup.co.uk