One of the most respected names in the banking sector which has a network spanning the entire UK and a massive, largely untapped client bank is looking to appoint a HNW financial adviser to deal with the managing and financial directors whose organisation have a turnover in excess of £5 million. You will be required to deal with these clients on a day to day basis handling their corporate and personal financial requirements, including key man assurance, pension, and IHT planning. The role will involve building, maintaining and developing mutually beneficial relationships with the parent company in order to develop strong sales opportunities in the corporate business arena. You will build a strong relationship with your team of dedicated introducers to generate leads. You will provide tailor made business risk solutions to corporate customers. You will actively contribute to the education and development of your introducers. New clients will be referred from the business banking and financial advisers in the branch and you will also have access to the client’s details using the banks database.

As you will be dealing with very HNW clients and handling lucrative and complex business, the full FPC or equivalent is essential and the AFPC desirable. You should hold or have held the competent advisor status within the past 12 months, have a history of successful personal sales as well as the ability to build relationships using introducers. This opportunity offers a market leading package and the opportunity to earn unlimited bonus. An excellent working knowledge of personal and corporate financial planning is also essential.

Salary £35k to £45k per annum