Organisation DescriptionMy prestigious Private Banking Client is looking for an

Sat, 22 Nov 2008 09:07:08 GMT

experienced private banker to join their successful team in the Croydon. areaYou will be dealing with clients that typically have £200,000+ of total investible assets or relationships with income exceeding £100k per annum. Job DescriptionYour job will be to create & manage portfolios investing in funds managed by world leading fund managers. You will also be responsible for inheritance tax planning, unit trusts, PEPs, ISAs, bonds, trusts, and estate administration, and you will have a team of dedicated Relationship Managers feeding you leads. Person SpecificationYou will hold full competent adviser status and will have an excellent track record in financial sales including high net worth clients. This is a unique opportunity for the right person, and as well as a fantastic career, the company offers an extremely competitive salary and benefits package, including 15% pension, car allowance and bonus share scheme. Bonuses are also uncapped. If you are interested in this role please contact Prudence Fiddy on 0207 220 477 or email your CV to prudence. fiddy@reed. co. uk. £0.00 - Contact seller

Organisation DescriptionFounded in 1881 and has, for many years, combined an

Sat, 22 Nov 2008 09:07:07 GMT

independent firm of chartered accountants with an investment management and private banking house. As one of the most prestigious names within Financial Services they deal with Ultra HNW clientele on both Personal and Corporate levels. Job DescriptionYou will be giving Personal Financial Planning to your own client bank. Working with 5 other IFAs who are writing between £350k - £1. 2 million, you will be expected to grow and build your own portfolio of business with help and support with lead generation. There is a strong sales support team in place which can be utlised as well as a plush office environment in a very afluent part of London. Person SpecificationYou must be able to bring a client bank worth at least £200k and want to develop this further. AFPC or Chartered Status is essential along with the desire to study further. A basic of £70k is on offer along with Private Health Insurance, Group Personal Pension and an attractive bonus scheme. Please apply online or send your CV to sunny. everton@reed. co. uk - All contact is on a confidential basis.. £75,000.00 - Contact seller

Organisation DescriptionMy prestigious bancassurer client is looking for an

Sat, 22 Nov 2008 09:07:07 GMT

excellent candidate to become a senior wealth manager. The role offers and excellent salary and benefits package, as well as an extremely high profile position within the group. This is a rare opportunity to work for one of the largest banks in the World and dealing with their HNW clientele. Job DescriptionAs Senior Wealth Planning Manager you will provide comprehensive financial advice to affluent clients with portfolios of at least £100k plus advising across the 4 main product groups - Protection, Pensions, Savings and Investments. Your role will have several different facets regarding the identifying of new client prospects and servicing existing clients by reviewing their finances on a regular basis. Person SpecificationYou will be hold full FPC or equivalent with competent adviser status and a wealth of experience asfinancial advisor, preferably with HNW clients though this is not essential. - You will have a proventrack record within financial sales and a P60 that shows evidence of this. You will be confident in yourapproach, a team player, and looking for a great step in your career. Please contact Prudence on 0207 220 4777 or email prudence. fiddy@reed. co. uk. £70,000.00 - Contact seller

Organisation DescriptionMy client are a global financial services group with an

Thu, 20 Nov 2008 07:19:32 GMT

international arm which is growing rapidly. The International arm soley concentrates on the HNW market. Job DescriptionYou will be giving independent financial advice to International HNW clients. All business will be offshore/international, countries such as Singapore, Dubai, Abu Dhabi and South Africa being some of the countries where there is plenty of business. 100% of leads, portfolios and warm business will be provided. All clients will have investable assets of at least £150k. Person SpecificationYou will be fully CeFA/FPC qualified with CAS Status. Multi-Tied or IFA experience would be more attractive then tied, but if you have a sensational tied track record and can show drive and ambition, tied applications will be considered. Offshore/International experience would be very advantageous along with knowledge of the market. A basic salary between £35 and £55k + car or a car allowance is on offer along with an excellent benefits and bonus package. Expected OTE will be beween £50-£165k. Please apply online or send your CV to sunny. everton@reed. co. uk for a confidential discussion.. £52,500.00 - Contact seller

Job DescriptionTeam of top performing IFAs with HNW experience?My client are an

Thu, 20 Nov 2008 07:19:32 GMT

Ultra High Net Worth operation with an excellent reputation. They are keen to speak with top performing teams or groups of IFAs. Please call Sunny Everton for a confidential discussion on 0207 220 4777 or via e-mail on sunny. everton@reed. co. uk.. £105,000.00 - Contact seller

Organisation DescriptionMy client are a leading HNW IFA practice based in the

Thu, 20 Nov 2008 07:19:32 GMT

City whos clients all work in the square mile and predominantly consisting of Investment Bankers and Lawyers. Job DescriptionThe role will involve you servicing the practies client bank, dealing with HNW individuals. Allbusiness is provided and all clients willcome to the offices and no offsite meetings will be conducted. Working in plush City offices you will be working with a strong support and administration team. Person SpecificationThe right personal will have a background of being an IFA in the HNW market as well as being fully FPC/CeFA qualified and be working towards Diploma or AFPC. Please call Sunny Everton on 0207 220 4777 for a confidential discussion.. £55,000.00 - Contact seller

Organisation DescriptionMy client are a leading IFA and Wealth Management

Thu, 20 Nov 2008 07:19:32 GMT

practice with a number of HNW clients who predominantly work in the City as lawyers or Investment banks. They also have an Asset Management side of the business which tailors bespoke financial planning for Ultra HNW clients. Job DescriptionYou will be providing a bespoke service to some of the wealthiest clients around as well as developing new business and introducers. As you will be concentrating on Ultra HNW the clients will be lucrative and require a more bespoke solution for there financial planning requirements. You will have support from a very technical and able sales support team. Person SpecificationCandidates must be able to deal with Ultra HNW clients as well as be technically advanced and deal wtih complex financial planning. A small HNW client bank is a must but this will grow witht he support and assistance of the business. Some Ultra HNW clients will be provided but you must be willing and have the hunger to bring in new business. In return, a basic salary between £50 - £120k is on offer as well as plush city based offices. Please contact Sunny Everton on 0207 220 4777 for a confidential discussion.. £110,000.00 - Contact seller

Wealth Management division of leading brokers, providing financial advisory

Wed, 19 Nov 2008 07:22:59 GMT

service to HNW clients both existing and potential, providing an overall management strategy covering investments, pensions and tax planning, ensuring that the company is seen as the premier provider of quality financial solutions. You will have a solid understanding of HNW financial planning, be CertPFS qualified (preferably DipPFS), have a proven track record in financial services and be confident in giving presentations both on a one to one basis and to an audience.

Why work in Jersey? Jersey is a low tax location, with a maximum personal income tax rate which does not exceed 20% of income. The island itself has an outdoor lifestyle and the work-life balance tends to be respected by the Island's employers. Add to this the possibility of a short seaside commute and one of the best sunshine records in the British Isles and the appeal is clear!
Please note that, due to Jersey immigration laws, you must have the right to work in the UK to apply for this position. HSMP visas might not be eligible for this role.
If , once you have applied for this position, you do not hear from us within 14 days, it will mean that unfortunately your background was not suitable for our client's needs. Thank you for your interest in this position.. £60,000.00 - Contact seller

Organisation DescriptionThe client is an established national boutique advisory

Tue, 18 Nov 2008 07:21:10 GMT

firm with an exceptional brand name in the market place. The company has centralised offices in several states servicing high net worth clients, specialising in strategic advice, self managed super funds and investmentsJob DescriptionIn the role of Practise Development Manager you will have a demonstrated record of growth and either be in a senior advisor role ready to take the step up to managementor you will already be managing and mentoring a team. This position is based around the responsibility to provide quality coaching and support to the principal advisers within this leading advisory firm and working with these practices to achieve a higher level of business efficiency and improved client service. You will also be required to service a book of existing clients. Person SpecificationTechnical strengths in superannuation, retirement income streams, self managed superannuation funds, wealth creation, gearing, entity structures and relevant legislations are essential. Sound knowledge of managed funds/master trusts and wrap accounts is also essential, with knowledge of direct investments highly regarded. Able to assess clients needs and formulate effective advice, working closely with Company Directors and Paraplanners to formulate strategies. Superior attention to detail, excellent verbal and written communication skills, ability to work autonomously, organised with good multi-tasking & time management skills, ability to work under pressure and meet deadlines. Minimum of 10 years financial planning experience, dealing with high net worth clients. Preference will be given to advisers who have experience with high net worth clients and boutique firm background. CFP qualified. £250,000.00 - Contact seller

Competitive basic, attractive package & uncapped earnings Region = SouthBank

Tue, 18 Nov 2008 07:21:10 GMT

of Scotland Investment Service is a specialist business within HBOS and provides financial planning solutions to the Group's private and corporate clients. We are currently looking for client managers across the following channels: Regulated Sales, Portfolio Management, and Relationship Management at a number of locations across the UK, to build relationships with high net worth clients and provide understandable appropriate advice. Ideally you will possess a strong character with an entrepreneurial flair, an ability to create possibilities and thrive in a less structured role. You will also ideally possess FPC level 3 as a minimum or equivalent, and be able to demonstrate the ability to achieve sales targets. This is an ideal role for candidates looking for a career in wealth management and will provide excellent progression opportunities for talented individuals, and has an attractive commission structure in addition to superb package. Core Skills and Experience - A good understanding of regulatory and legislative requirements - Strong interpersonal and communication skills - Understanding and experience of high net worth customer proposition and market - Effective planning organising and administrative skills - Qualified to FPC3 or equivalent Bank of Scotland Relationship Channel Within this channel there are two distinct groups of Client Managers; those who deal exclusively with leads from Private Banking and those who deal only with leads from Corporate Banking. Client Managers here will be focused on building relationships with their lead provider as well as building a client bank to sustain a future flow of business. As with all the Client Manager roles, the main aim is to deliver quality sales and achieve productivity targets. Client Managers sell across the full range of products, whilst providing top quality holistic planning advice. They take ownership of their own client bank, maximising potential, ensuring productive relationships, and maintaining the highest standards of service. To succeed in this channel, Client Managers need to be commercially astute, exude confidence and demonstrate strong negotiation and communication skills. They must be confident when dealing with some of the Group's most valuable clients so a financial services background (whether gained in banking, accountancy or life and pensions) is essential. Additional benefits include: - 28 days holiday - Car - Private healthcare - Life assurance - Contributory pension - Share options - Flexible benefits - Group discounts For further information, apply directly or visit bosiscareers com. £0.00 - Contact seller

Organisation DescriptionMy client are one of the most respected Groups within

Fri, 14 Nov 2008 07:16:41 GMT

the Risk, Insurance and Employee Benefits market place and have a reputation of delivering a world class, bespoke service to clients. They are looking for an Investment Consultant who will report to the Head of Investment Consulting. Job DescriptionThe primary role of the Investment Consultant (IC) is to develop client relationships and generate appropriate revenues for JLT. Responsibility include report writing, client meetings, product development, investment research, new business development, revenue generation and some team management. - Reporting writing on DC Investment Strategies and ALM reports in DB Schemes. - Asset Transfers documentation and statements on Investment Principles- Taking a lead role at client meetings and explaining investment issues, as well as controlling meeting agendas and controlling information flow- Contributing to the product development of revenue generating products and improving existing products- Leading research meetings involving Assistant Consultants- Promoting the investment team and securing new clients where possible- Providing support and management to scheme consultants- Responsible for identifying revenue generating opportunities and to maximise the revenue generated on the client portfolio allocatedEnsuring that allocated clients are invoiced regularly in order to minimise the unbilled time in relation to investment consulting activityPerson SpecificationPlease contact Sunny Everton on 0207 200 4777 for a confidential discussion or apply online. To be considered for the role you must have experience of carrying out the duties above.. £65,000.00 - Contact seller

Role Description Maximise business growth and income generation through the

Thu, 13 Nov 2008 10:05:34 GMT

provision of quality financial advice to existing and prospective customers of the following Bank Segments: iFS - Private iFS - Business/Agri Satisfy customers financial requirements from a ranged of products as defined by Wealth Management (WM), operating at all times within the rules of the FSA and those defined by the business. Typical Responsibilities Establish contact with potential customers and obtain the required information to enable a full analysis of a customers needs and lifestyle goals to be conducted in accordance with the know your customer requirements. Construct solutions using the principles of best advice relevant to the business, producing reports and recommendations to the business standards. Implementing financial solutions agreed with the customer. Ensure all administration is completed in a timely and effective manner to meet the record keeping and file quality requirements of the business. Support all advice with appropriate documentation as deemed necessary by the FSA and as documented in the appropriate Manuals. Ensure the qualitative and quantitative objectives agreed with the business are achieved. Develop and maintain appropriate business relationships with Bank Introducers, and in particular with Business Managers and Personal/Private Managers, to develop lead generation opportunities and increase sales. Actively seek referrals from customers. Operate at all times in accordance with the requirements of an Approved Person, complying with the rules of the FSA Statements of Principle and those set out in the T&C Scheme and appropriate Manuals. Ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with the Regional Sales Manager and Regional Quality Manager, address those needs in a timely manner. On the introduction of new products within the industry, ensure training is completed in a timely manner and competence is demonstrable. Work within a team of Financial Planners, Regional Sales Manager and Regional Quality Manager, actively seeking to meet the common goals of the team and the wider business and to ensure increased business growth within Financial Advice through the sharing of best practice. Develop and maintain appropriate business relationships with Bank Introducers to develop lead generation and increase sales. Ensure full compliance with all Corporate standards, policies, processes and procedures and with all external legal, regulatory and voluntary code obligations, thus enabling the customer to be provided with a high quality, professional and compliant service. Ensure that the firm's business is conducted in compliance with the FSA Rules and Principles, & that the firm complies with the spirit & requirement of the Codes of Conduct to which it is committed. Attributes Candidates should be able to demonstrate the following Technical/Professional skills Business/Comm Knowledge Numeracy/Data Rationality/Making Decisions Maintain competency People Management and Leadership Communicating Written and Verbal Planning and Organisation Training/Coaching Essential: Minimum of FPC 1, 2, and 3 or equivalent. Role holder will have extensive sales and service experience, supported by an excellent knowledge of investment planning products and associated regulatory requirements. Excellent knowledge of Bank and Group products and services, and good understanding of particular segment marketing strategy. Desirable: In view of the above, experience of typically around 5-10 years should have been gained within financial services. Advanced FPC or progressing towards. £55,000.00 - Contact seller

Based in Moscow, this position working for a leading banking organisation

Thu, 13 Nov 2008 10:05:34 GMT

, offers a challenging role with excellent career prospects. You will build the client base through lead generation from internal and external sources, promote the Wealth Management side of the business, provide advice on all aspects of trusts and other solutions and services etc. You will be involved in monitoring the business development for Eastern Europe, structure all new business and act as a team player with your colleagues. The aim of the role is to focus on achieving long term growth, profitability and improved market positioning for the British business within Russia. The experience required includes comprehensive expereincee, trust based and cross industry with a good understanding of financial markets and off shore fiduciary planning technicques, good knowledge of Russian tax and other relevant laws, knowledge of offshore trust and co law and regulation, a proven tract record in sourcing and delivering quality profitable trust business. A more detailed job spec is available upon application. In the first instance please send your CV asap.. £80,000.00 - Contact seller

One of the UK's most successful Banks has a vacancy as a Financial Adviser

Thu, 13 Nov 2008 10:05:33 GMT

covering St Albans. Role Description Maximise business growth and income generation through the provision of quality financial advice to existing and prospective customers of the following Bank Segments: Retail/IHS Satisfy customers financial requirements from a range of products as defined by Wealth Management (WM), operating at all times within the rules of the FSA and those defined by the business. Typical Responsibilities Establish contact with potential customers and obtain the required information to enable a full analysis of a customers needs and lifestyle goals to be conducted in accordance with the know your customer requirements. Construct solutions using the principles of best advice relevant to the business, producing reports and recommendations to the business standards. Implementing financial solutions agreed with the customer. Ensure all administration is completed in a timely and effective manner to meet the record keeping and file quality requirements of the business. Support all advice with appropriate documentation as deemed necessary by the FSA and as documented in the appropriate Manuals. Ensure the qualitative and quantitative objectives agreed with the business are achieved. Develop and maintain appropriate business relationships with Bank Introducers to develop lead generation opportunities and increase sales. Actively seek referrals from customers. Operate at all times in accordance with the requirements of an Approved Person, complying with the rules of the FSA Statements of Principle and those set out in the T&C Scheme and appropriate Manuals. Ensure that File Quality standards are maintained in line with the business requirements. Ensure standards are maintained in relation to Key Performance Indicators. On the introduction of new products within the industry, ensure training is completed in a timely manner and competence is demonstrable. Work within a team of Financial Planners, Regional Sales Manager and Regional Quality Manager, actively seeking to meet the common goals of the team and the wider business and to ensure increased business growth within Financial Advice through the sharing of best practice. Develop and maintain appropriate business relationships with Bank Introducers to develop lead generation and increase sales. Ensure full compliance with all Corporate standards, policies, processes and procedures and with all external legal, regulatory and voluntary code obligations, thus enabling the customer to be provided with a high quality, professional and compliant service Ensure that the firm's business is conducted in compliance with the FSA Rules and Principles, & that the firm complies with the spirit & requirement of the Codes of Conduct to which it is committed. Attributes Candidates should be able to demonstrate the following Technical/Professional skills Business/Comm Knowledge Numeracy/Data Rationality/Making Decisions Maintain competency People Management and Leadership Communicating Written and Verbal Planning and Organisation Training/Coaching Essential: Minimum of FPC 1, 2, and 3 or equivalent. Role holder will have sales and service experience, supported by an excellent knowledge of investment planning products and associated regulatory requirements. Knowledge of Bank and Group products and services, and good understanding of particular segment marketing strategy. Desirable: In view of the above, experience of typically 2 - 5 years should have been gained within financial services. Progression towards achieving Advanced FPC. £55,000.00 - Contact seller

Role Description Maximise business growth and income generation through the

Thu, 13 Nov 2008 10:05:33 GMT

Pro-actively develop and build financial planning solutions to meet client needs

Thu, 13 Nov 2008 10:05:33 GMT

and grow long-term client relationships. Key Accountabilities Optimises customer potential and embraces Partnenon in supporting cross channel working by delivering a consistent, seamless customer experience Develops trust between channels through demonstrating supportive behaviours and providing cross channel feedback Accurately gathers and uses customer information, fully utilising the available tools and systems Client relationship management, providing excellent service through building and maintaining long term relationships Pro-actively addresses shortfalls in service delivery, identifying & minimising potential complaints/dissatisfaction Pro-actively engages with potential and existing clients Defines and agrees business plan with Line Manager to achieve personal sales targets including product spread, activity, proactivity, funds under management and number of sales Identifies, analyses and recommends products and services to meet agreed client investment objectives and maximises all sales opportunities, utilising the full portfolio of products available Develops and maintains long term client relationships, pro-actively reviews customer base and successfully contacts all customers including orphan clients, to review activity and generate sales to ensure a growing share of wallet Effectively tracks sales/funds invested to determine pipeline business and forecast future activity levels to meet sales targets Pro-actively generates new business, working with local market team on outbound proactive initiatives to produce more business Adheres to sales and submission quality standards and takes prompt remedial action to address shortfalls Provides advice by following company guidelines and reviews sales to check for persistency Ensures company complaints procedure is followed and prompt response given to resolve complaints Ensures sales persistency is maintained at or above company standard Ensures credit quality standards are met for all lending decisions Ensures sales quality evaluation standards are maintained to required level Minimises financial risk e. g. write-offsWorking Together Provides service and advice to clients other than own primary clients, enabling the client needs to be met Keeps local market team informed about diary gaps and available appointments to maximise opportunities for advising customers Identifies and makes referrals to colleagues within the local market and other channels as appropriate Works with and coaches colleagues in generating referrals both within the immediate team and across other channelsPersonal Development/ CPD Addresses any personal training and development needs, ensuring personal knowledge and skills develop in line with current and future business requirements Ensures minimum standards are met to maintain authorisations across product portfolio Ensures that all recordable events relevant to role are passed within required time frame Identifies and drives own personal career development needs through self analysis and feedback from others Knowledge of global market, taxation, products, regulatory requirements and Group products/divisions maintained & continuously strengthened Required Knowledge In depth knowledge of regulatory, code and company requirements relating to sales and service activity Knowledge of investment environment e. g. tax implications of mix of wealth investmentsOther Factors Must be mobile as will work across the local market and must hold a full and valid driving licence Involves flexible working hours Qualifications Required CeFA/FPC are essential as this is a regulated role. IMC/AFPC is desirable however candidates must be prepared to study for relevant/equivalent qualification. £60,000.00 - Contact seller

PURPOSE OF JOB: To proactively build and develop a portfolio of high net worth

Thu, 13 Nov 2008 10:05:33 GMT

clients, providing advice upon a broad range of financial matters, in order to maximise the level of client service & provision of cross sales opportunities for Retail services. To proactively build and develop a portfolio of high net worth clients, in a specific geographic or sector location, in order to maximise the level of wealth management services & cross selling opportunities, in a compliant manner. To proactively service existing clients and obtain referrals from new business opportunities and existing client base in a compliant manner in order to achieve business growth objectives (number of new clients, income, and funds introduced into investment portfolios and to increase deposit/lending book) as agreed with the Area Manager. To sell standard Tax, Trusts & Will services to existing clients, either directly or referring to experts in order to meet/exceed specified financial/client objectives. To maintain up to date & compliant records to ensure relevant internal standards & external regulatory requirements are observed. To liase regularly with the Private Banking Office and dedicated Private Banking Officer to ensure effective customer contact and to provide input in his/her individual development. Pass all relevant information to the regional Private Banking Office in a timely & efficient manner in order that client instructions are acted on in a timely and compliant fashion, and so that up to date records can be maintained at all times. Highly developed relationship skills. Previous success in a selling/lead generation role, ideally in a regulated environment. Successful experience of working closely with a cross section of high net worth customers. Highly knowledgeable about financial services/products in the market place particularly investment, wealth management and banking. Mature and self-confident individual who can interact well with people of influence. Need to have attained IAC 3/ FPC3 or equivalent and CeMap in order to give mortgage advice. A track record in meeting business targets and influencing bottom line figures. An understanding of Regulated Sales. Need to become a seller of regulated products and services within one year of commencing the T&C scheme. Positive responses to a broad cross-section of client satisfaction surveys including minimum number of complaints/breaches of regulatory requirements. The ability to impress clients and other team members with a broad knowledge/understanding of financial services and products. To be interested and show an understanding of national/international financial affairs. The number of referrals, and retention of clients in line with business plan and personal targets. The additional investment income taken on and sale of new products and leads /activity in line with business plan. To be the first choice relationship manager by clients. A mature understanding/experience of the full cross-section of types of high net worth client. Respected as an expert on financial services/products by clients and team members. Able to overcome serious hurdles to meet business targets and influence bottom line. Competencies Achieving Excellence: Striving to be the best; continually delivering, measuring and improving excellence for customers and stakeholders. Influencing: Using persuasion and building relationships to win support for the benefit of the business. Communicating: Communicating clearly and concisely, tailoring content and style and promoting free-flowing communication. Building Understanding and Trust: Striving to understand our customers, our colleagues and other key stakeholders; valuing openness and building trust.. £60,000.00 - Contact seller

PURPOSE OF JOB: To proactively build and develop a portfolio of high net worth

Thu, 13 Nov 2008 10:05:33 GMT

PURPOSE OF JOB: To proactively build and develop a portfolio of high net worth

Thu, 13 Nov 2008 10:05:32 GMT

Pro-actively develop and build financial planning solutions to meet client needs

Thu, 13 Nov 2008 10:05:32 GMT

Role Description Maximise business growth and income generation through the

Thu, 13 Nov 2008 10:05:32 GMT

Pro-actively develop and build financial planning solutions to meet client needs

Thu, 13 Nov 2008 10:05:32 GMT

Role Description Maximise business growth and income generation through the

Thu, 13 Nov 2008 10:05:32 GMT

Pro-actively develop and build financial planning solutions to meet client needs

Thu, 13 Nov 2008 10:05:32 GMT

Pro-actively develop and build financial planning solutions to meet client needs

Thu, 13 Nov 2008 10:05:31 GMT

PURPOSE OF JOB: To proactively build and develop a portfolio of high net worth

Thu, 13 Nov 2008 10:05:31 GMT

One of the UK's most successful Banks has a vacancy as a Financial Adviser

Thu, 13 Nov 2008 10:05:31 GMT

covering Carlisle and Workington. Role Description Maximise business growth and income generation through the provision of quality financial advice to existing and prospective customers of the following Bank Segments: Retail/IHS Satisfy customers financial requirements from a range of products as defined by Wealth Management (WM), operating at all times within the rules of the FSA and those defined by the business. Typical Responsibilities Establish contact with potential customers and obtain the required information to enable a full analysis of a customers needs and lifestyle goals to be conducted in accordance with the know your customer requirements. Construct solutions using the principles of best advice relevant to the business, producing reports and recommendations to the business standards. Implementing financial solutions agreed with the customer. Ensure all administration is completed in a timely and effective manner to meet the record keeping and file quality requirements of the business. Support all advice with appropriate documentation as deemed necessary by the FSA and as documented in the appropriate Manuals. Ensure the qualitative and quantitative objectives agreed with the business are achieved. Develop and maintain appropriate business relationships with Bank Introducers to develop lead generation opportunities and increase sales. Actively seek referrals from customers. Operate at all times in accordance with the requirements of an Approved Person, complying with the rules of the FSA Statements of Principle and those set out in the T&C Scheme and appropriate Manuals. Ensure that File Quality standards are maintained in line with the business requirements. Ensure standards are maintained in relation to Key Performance Indicators. On the introduction of new products within the industry, ensure training is completed in a timely manner and competence is demonstrable. Work within a team of Financial Planners, Regional Sales Manager and Regional Quality Manager, actively seeking to meet the common goals of the team and the wider business and to ensure increased business growth within Financial Advice through the sharing of best practice. Develop and maintain appropriate business relationships with Bank Introducers to develop lead generation and increase sales. Ensure full compliance with all Corporate standards, policies, processes and procedures and with all external legal, regulatory and voluntary code obligations, thus enabling the customer to be provided with a high quality, professional and compliant service Ensure that the firm's business is conducted in compliance with the FSA Rules and Principles, & that the firm complies with the spirit & requirement of the Codes of Conduct to which it is committed. Attributes Candidates should be able to demonstrate the following Technical/Professional skills Business/Comm Knowledge Numeracy/Data Rationality/Making Decisions Maintain competency People Management and Leadership Communicating Written and Verbal Planning and Organisation Training/Coaching Essential: Minimum of FPC 1, 2, and 3 or equivalent. Role holder will have sales and service experience, supported by an excellent knowledge of investment planning products and associated regulatory requirements. Knowledge of Bank and Group products and services, and good understanding of particular segment marketing strategy. Desirable: In view of the above, experience of typically 2 - 5 years should have been gained within financial services. Progression towards achieving Advanced FPC. £55,000.00 - Contact seller

Role Description Maximise business growth and income generation through the

Thu, 13 Nov 2008 10:05:31 GMT

One of the UK's most successful Banks has a vacancy as a Financial Adviser

Thu, 13 Nov 2008 10:05:31 GMT

covering Leicester and Coalville. Role Description Maximise business growth and income generation through the provision of quality financial advice to existing and prospective customers of the following Bank Segments: Retail/IHS Satisfy customers financial requirements from a range of products as defined by Wealth Management (WM), operating at all times within the rules of the FSA and those defined by the business. Typical Responsibilities Establish contact with potential customers and obtain the required information to enable a full analysis of a customers needs and lifestyle goals to be conducted in accordance with the know your customer requirements. Construct solutions using the principles of best advice relevant to the business, producing reports and recommendations to the business standards. Implementing financial solutions agreed with the customer. Ensure all administration is completed in a timely and effective manner to meet the record keeping and file quality requirements of the business. Support all advice with appropriate documentation as deemed necessary by the FSA and as documented in the appropriate Manuals. Ensure the qualitative and quantitative objectives agreed with the business are achieved. Develop and maintain appropriate business relationships with Bank Introducers to develop lead generation opportunities and increase sales. Actively seek referrals from customers. Operate at all times in accordance with the requirements of an Approved Person, complying with the rules of the FSA Statements of Principle and those set out in the T&C Scheme and appropriate Manuals. Ensure that File Quality standards are maintained in line with the business requirements. Ensure standards are maintained in relation to Key Performance Indicators. On the introduction of new products within the industry, ensure training is completed in a timely manner and competence is demonstrable. Work within a team of Financial Planners, Regional Sales Manager and Regional Quality Manager, actively seeking to meet the common goals of the team and the wider business and to ensure increased business growth within Financial Advice through the sharing of best practice. Develop and maintain appropriate business relationships with Bank Introducers to develop lead generation and increase sales. Ensure full compliance with all Corporate standards, policies, processes and procedures and with all external legal, regulatory and voluntary code obligations, thus enabling the customer to be provided with a high quality, professional and compliant service Ensure that the firm's business is conducted in compliance with the FSA Rules and Principles, & that the firm complies with the spirit & requirement of the Codes of Conduct to which it is committed. Attributes Candidates should be able to demonstrate the following Technical/Professional skills Business/Comm Knowledge Numeracy/Data Rationality/Making Decisions Maintain competency People Management and Leadership Communicating Written and Verbal Planning and Organisation Training/Coaching Essential: Minimum of FPC 1, 2, and 3 or equivalent. Role holder will have sales and service experience, supported by an excellent knowledge of investment planning products and associated regulatory requirements. Knowledge of Bank and Group products and services, and good understanding of particular segment marketing strategy. Desirable: In view of the above, experience of typically 2 - 5 years should have been gained within financial services. Progression towards achieving Advanced FPC. £55,000.00 - Contact seller

Pro-actively develop and build financial planning solutions to meet client needs

Thu, 13 Nov 2008 10:05:30 GMT

Pro-actively develop and build financial planning solutions to meet client needs

Thu, 13 Nov 2008 10:05:30 GMT

Role Description Maximise business growth and income generation through the

Thu, 13 Nov 2008 10:05:30 GMT

Pro-actively develop and build financial planning solutions to meet client needs

Thu, 13 Nov 2008 10:05:30 GMT

PURPOSE OF JOB: To proactively build and develop a portfolio of high net worth

Thu, 13 Nov 2008 10:05:29 GMT

PURPOSE OF JOB: To proactively build and develop a portfolio of high net worth

Thu, 13 Nov 2008 10:05:29 GMT

PURPOSE OF JOB: To proactively build and develop a portfolio of high net worth

Thu, 13 Nov 2008 10:05:29 GMT

PURPOSE OF JOB: To proactively build and develop a portfolio of high net worth

Thu, 13 Nov 2008 10:05:29 GMT