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Financial Planning Advisors

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  • Posted By: Change Recruitment
  • Address:
  • Contact: 0141 226 1220
  • Date Posted: 30th Jun 2008
  • Salary: £Competitive, benefits & uncapped bonus
  • Location: Glasgow
  • Reference Code: 43291
  • Views Since Posting: 41
  • Full Description:

    We are currently working with one of the largest banks and providers of mortgages, insurance and investments products in the UK. At present we are recruiting for Financial Planning Advisors in Glasgow to pro-actively develop and build financial planning solutions to meet customer needs and grow long term relationships with high net worth clients

    Responsibilities:
    Pro-actively generate new business, working with branch & area sales teams to produce more business.
    Identify, analyse and recommend products and services to meet agreed customers objectives and maximises all sales opportunities, utilising the full range of products available.
    Customer relationship management, providing excellent service through building and maintaining long term relationships.


    Experience:
    - Candidates need to have CeFa level 1 - 4 or FPC 1 - 3 Qualifications.
    - Knowledge of a range of products including mortgages, pensions, general insurance and investments etc.
    - Proven track record in achieving sales.


    This is a fantastic opportunity for enthusiastic and motivated individuals. In return candidates will be given the opportunity to work within one of the leading organisations in the UK offering excellent opportunities for progression. Candidates will also receive a competitive basic salary, plus an excellent benefits package and an excellent uncapped OTE

    Change Recruitment Group operates as a Recruitment Agency in providing permanent or contract job-seeking services and as a Recruitment Business in providing temporary job-seeking services.

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