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Goldstone Laine
,
Bristol, Bristol
Financial Adviser - Employed - Clients provided (Doctors)
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Job Type: Full-time |
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Salary: £45,500 per annum |
Overview
This role is with a National Financial Services company who specialise in providing advice to professionals (Doctors). Therefore HNW clients. They have a vacancy for a Financial Adviser with the level 4 Diploma qualification. CAS required (or recently held) and one year previous advising experience. This is a home based role, with clients provided in Bristol and surrounding area. Client bank available. Basic salary range of £45,000 to £70,000 plus company car or car allowance of £4,200, benefits and bonus. There are very few Financial Adviser roles available, employed with clients provided outside of Banking in the current market. Job Purpose To contribute sufficient revenue in excess of all associated costs and in line with the Society’s requirements. To provide financial advice to both new and existing customers, according to statutory, regulatory and Society compliance requirements. To actively promote the full range of products, in a professional and ethical manner to the standards laid down by the Society. Key Result Areas Sales To draw up business plans for achieving sales and profit targets in the full range of products and services, agreeing them with the Area Manager To target business opportunities within designated affinity group To plan and carry out an appropriate level of customer contact, taking account of market opportunities, product features and customer preferences using self generated leads Carry out regular reviews of performance compared to targets and present plans to address shortfalls to the Area Manager To make initial contact with the customer through activity undertaken by the Contact Centre, promotional activity, personal introductions and networking. To carry out full financial appraisals To identify shortfalls and recommend options to resolve them To respond to the client’s wishes by supplying products and services and to provide an explanation of the client’s decision To deliver agreed levels of service to both new and existing customers, ensuring that sales, activity and personal introduction targets are met Service To ensure that service to customers is always of the highest standard To adhere to all service standards and to make immediate corrective action where these have fallen short To agree frequency of contact for all customers and enter relevant details onto the appropriate business system. To ensure that customers are fully aware of all relevant products and services Organisation and Administration To maintain efficient records of all customer contacts and sales To be aware of local market and competitor information and to ensure this is passed onto the Area Manager Where appropriate, to identify in conjunction with the Area Manager, developments and opportunities in the local market place To plan sales campaigns and promotional activities in conjunction with Area Manager To complete and maintain all sales administration records accurately This role is being dealt with by Mark Hazzard.