The Job/Duties
Our Client is looking to expand its very successful Regulated Sales Channel and there are now opportunities for Specialist Financial Consultants working full time to join this exciting team. Based from home, you will provide excellent Specialist Financial Advice to our clients customers on Estate Planning, Inheritance Tax and Investment products.
As a market leading savings provider our clients Specialist Financial Consultants typically work within a defined geographical area and are dealing with clients holding substantial deposits with the organisation.
The successful applicant will have a high level of commitment, self-motivation and will be able to work under their own initiative in a target driven environment. These are vital ingredients to be successful in this role. There will be a requirement to work the hours to suit your customers, visiting them at home or at work, depending on their preference. All necessary equipment to enable you to work from home will be provided.
The Benefits
This opportunity offers a generous basic salary of up to £25,000 + Excellent OTE potential
Working from Home
Company Car Allowance
Company pension scheme.
Excellent bonus potential.
Share Save Schemes.
Excellent holiday allowance.
Free Health care cover for self.
4 x DIS.
Subsidised staff restaurants.
The Company
Our Client, has roots dating back to 1849 and is a key player in the Financial Services market and the Direct Savings and Specialist mortgage market. They are the fastest growing in the UK, employing 1600 staff.
The Group provides retail banking business and corporate banking, utilising a multi-brand strategy in the UK and internationally. Our client is the UK’s largest mortgage and savings provider and the number one provider of new investment products. They have a reputation for excellence in the provision of business banking direct savings products and specialist lending solutions.
The Person
The successful applicant will have a high level of commitment, self-motivation and will be able to work under their own initiative in a target driven environment. These are vital ingredients to be successful in this role. There will be a requirement to work the hours to suit your customers, visiting them at home or at work, depending on their preference. All necessary equipment to enable you to work from home will be provided. Additional skills include:
Excellent communication skills and ability to build strong business relationships.
Excellent planning and organising skills.
The ability to maintain self discipline and self motivation in a home working environment.
Confident in giving advice to high net worth customers.
Performing to required standards in current role and proven record of achievement.
Achieved Competent Advisor Status in current role or working towards this.
IT literate.
Professional Qualifications
A minimum of Certificate in Financial Planning (or equivalent)
Diploma in Financial Planning achieved or working towards (or equivalent)
Location
West Midlands
Footnote
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
