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An opportunity has arisen for a Financial Adviser within this long established major financial services group to provide a first-class financial planning service to the company's existing and prospective customers in Basingstoke, building long-term profitable relationships and meeting set regulated sales targets. The hours of work are 9-5 Monday - Friday. You will be required to invest £250,000 per month and 1 life protection policy per week. You will be targeted to have 4 appointments per week 3 of which are generated via the branch staff, the other you will be required to self generate, via the existing database of clients.
The successful candidate must hold a minimum of paper 2 of the Financial Planning Certificate along with a determined and driven nature. You should be presentable and be able to deal with high net worth clients. Full training is provided to individuals who do not possess the full FPC. You must be results focused with an innovative and creative approach to sales lead generation and achievement of sales results with a proven commitment to the provision of excellent customer service.
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