Financial Advisers/Consultants ::: Direct Sales/Life Companies

Bancassurance opportunities throughout the UK to fully experienced and qualified (Full FPC 1,2 & 3) applicants:-

The package includes:

  • Basic salary, plus performance related payments. The average annual income for Advisers throughout the UK is currently £45,000, but in London the average annual income is £75,000.
  • Company car provided without contribution (or car allowance).
  • The bank will contribute 6% of your income to a pension plan.
  • Status clubs - foreign travel to exotic locations with partners.
  • Membership of PPP Healthcare.
  • Profit sharing in shares/cash.
  • Death in service - four times annual income.
  • Accelerated Training Programme.

Purpose and key responsibilities as below:-

  • Recruitment and retention of new and existing Customers.
  • To develop and maintain a high profile for regulated products within the cluster/outlet environment and local community.
  • Interview customers to establish Regulated Sales requirements, i.e. Financial Planning, Pensions, Investment, Life Cover, Critical Illness etc. (i.e. any regulated product).
  • Ensure the full completion of a 'Fact Find' to determine the customer/clients needs etc.
  • Promote associated cross sales.
  • Advise customers of sanctioning decision. For declined applications discuss alternatives and instigate appeals process if necessary.
  • Provide coaching support to colleagues in lead identification and generation.
  • Following customer interview check applications to ensure criteria have been met.
  • Deal with any regulated product related customer queries or complaints received at the branch.
  • Achieve Regulatory and operational risk and rigour excellence in all aspects of procedures/processes undertaken.