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 Branch Based Financial Adviser - Croydon

Job Type: Bank Assurance Advisor
Industry Sector: Pensions, Investment, Protection
Location: South East
Salary: £20,001 - £30,000
On target earnings (OTE): 50K +
Qualification: FPC1, FPC2, FPC3
Recruiter: Independent Appointments - Leeds

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Job Description

Our client, Britain’s leading direct bank are now seeking an experienced Financial Adviser to join the Croydon branch of this fast-moving FTSE 100 company with £42 billion of customer advances, customer deposits of £21 billion and 1.5 million active accounts. You will provide a first-class financial planning service to both new and existing clients, providing professional and FSA regulated advice in all aspects of personal financial planning, including protection (term, critical illness, whole of life and family income protection), pensions, but the vast majority of business will be savings and investments biased, including ISA's, bonds and unit trusts. You will be required to build profitable long-term relationships and meeting some stretching financial services regulated sales targets. In particular, you will actively generate new business, analyse customers’ individual financial needs in depth and construct appropriate solutions based around best advice, whilst managing all your own administration, including reason why letters and quotations, ensuring that all the FSA’s rules and regulations are maintained. In return you will you receive an excellent benefits package, the basic will range from £26k up to £30k, £30k being for experienced applicants who are ranked within the top ten of their current employers league tables. You will also receive a car allowance of £4k and realistic on target earnings will be £50k in your first year. This is a really exciting opportunity for any experienced Financial Adviser seeking to work for a leading and reputable banking organisation.

It is essential that all applicants applying for this vacancy should have relevant Financial Advising experience and have excellent product knowledge covering Life, Pensions and Investment. You will have excellent communications skills, be able to build strong relationships with clients and retain an excellent reputation within the area. You must be a team player as you will have to work very close to the Branch staff and ensure they have an understanding of the importance of cross selling and attaining referrals to increase business. It is essential that you possess the full FPC or equivalent, CAS Status is not essential.

Salary £26k to £30k plus car allowance, pension, DIS and Shares OTE £50k


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