The Branch Based Mortgage Adviser Role: The company are looking for high quality mortgage professionals to provide financial advice on the banks range of mortgage and protection products.  The successful applicant will also be responsible for the servicing of provided business generated by the branch introducers and members of staff as well as the coaching and development of the branch staff in order to ensure the achievement of business and personal targets.  They will also require the candidate to manage their appointments and diary as well as proactively generate a percentage of their own business.

Experience Required: Our client requires a fully CEMAP qualified mortgage adviser with registered mortgage adviser status and at least two years experience in a similar branch based environment.  They will consider high performing mortgage advisers who are either performing above target or are in the top quartile of their companies league tables. The successful applicant will fully understand both the branch dynamic and the house buying process and will be a proactive and tenacious individual with strong cross sales penetration. They must be able to effectively develop relationships with branch staff and management and ensure that branch and personal targets are at the forefront of any activity.

Branch Based Mortgage Adviser

Branch based Wealth Management adviser role profile:  The client is looking for a fully qualified Wealth Management adviser with good experience of the branch based HNW banking environment to coach and develop branch staff and ensure that team and personal sales targets are achieved through the provision of high quality financial planning advice.  They will be responsible for the provision of financial advice to clients provided by the bank and will ensure that the banks TCF function is upheld at all times.

Branch based Wealth Management adviser experience required:  This client is one of the UK’s leading banking environments and as such they require polished individuals with full Diploma status or equivalent qualification and at least two years experience in a similar environment.  A demonstrable sales record is a must as is a great client manner and drive to achieve.The ideal candidate will be in the top quartile of their current companies league table for performance and will be looking to progress their career.  This is an exceptional role with some fantastic benefits, including:

Great Basic salary, contributory pension, uncapped commission, full flexible benefits package and co car allowance.

Basic salary – £21k
On target earnings of £60k plus
Company car
Contributory Pension scheme
Renewal commissions paid

Role Profile: Our client is looking for dynamic sales professionals with a proactive and demonstrable record of high volume sales achievement. The successful applicant will provide face to face financial advice on pensions, savings, investments and protection products to an existing client portfolio of domestic home service clients. They will work from home and be able to effectively manage their own diary, book appointments and speak to clients both over the telephone and face to face, advising on and selling the financial products of the assurance society. They must also be able to generate new business over and above the existing client provision

Experience required: As a home based financial adviser for this leading UK Assurance organisation you will require a specific skill set that must include face to face sales experience in a similar environment and an ability to proactively generate new business as well as service existing clients at an exceptional level.  Preferable IFA or Home based advisory background required with at least FPC3 but others will be considered if can demonstrate sustained achievement. The successful applicant would also preferably have some sort of existing client contact database they can call on for additional revenues over and above that provided by the company.

Great opportunity – Apply now! Home Based Financial Adviser

*Unfortunately Mortgage advisers with no financial advisory experience will not be considered

The Financial Consultants Role: This role covers a territory which is primarily the Belfast area.  The successful applicant will be required to travel working from a home office and servicing existing clients from a provided bank of approx 500-600 HNW professionals.  They will also be required to proactively generate a percentage of their own business, penetrating the professional marketplace in which they are working. They will provide financial planning advice on pensions, investments, protection and mortgage products and develop long term client relationships with a view to generating additional new business in order to achieve or exceed set business targets. New business is generated mostly via seminars, group presentations and referral and the average case size is quite high.

The Financial Consultant Role Requirements: Ideally the successful applicant will be an existing financial adviser or IFA, used to working an existing client bank and generating some of their own business, with competent adviser or CAS Status.  You must be fully FPC qualified or equivalent and preferably CeMAP or MAQ and have at least three years experience in a similar role.  The ideal applicant will also have some experience of working with HNW clients. Demonstrable sales performance is required, as is commitment to previous employers with no more than 3 jobs in the last 5 years. The company are looking for ambitious and driven individuals who wish to commit themselves to a position that will provide them with exceptional earning potential in excess of 100k and the opportunity to work for a blue chip organisation with a strong brand.  In addition you will be expected to work towards Diploma Status, for which, the company will provide full support.

Role Benefits:

• The rewards are excellent with a basic salary of £37,500 plus uncapped bonus scheme making earnings achievable in excess of £100k.
• The salary is non-validated, the commissions are non-clawbackable and there is no earnings cap or upper earnings limit
• Heavily incentivised – large additional bonus pot available for top performers
• Company car – fully expensed
• Pension, DIS, Health cover
• Paid annual leave etc.

Note: This position requires pensions and investments experience and mortgage advisers will only be considered if they have recent and relevant experience in these fields

The Financial Consultants Role: This role covers a territory which is primarily the Eastbourne area.  The successful applicant will be required to travel, working from a home office and servicing existing clients from a provided bank of approx 500-600 HNW professionals.  They will also be required to proactively generate a percentage of their own business, penetrating the professional marketplace in whichever segment they are working. They will provide financial planning advice on pensions, investments, protection and mortgage products and develop long term client relationships with a view to generating additional new business in order to achieve or exceed set business targets. New business is generated mostly via seminars, group presentations and referral and the average case size is quite high.

The Financial Consultant Role Requirements: Ideally the successful applicant will be an existing financial adviser or IFA, used to working an existing client bank and generating some of their own business, with competent adviser or CAS Status.  You must be fully Diploma qualified or equivalent and preferably CeMAP or MAQ and have at least three years experience in a similar role.  The ideal applicant will also have some experience of working with HNW clients. Demonstrable sales performance is required, as is commitment to previous employers with no more than 3 jobs in the last 5 years. The company is looking for ambitious and driven individuals who wish to commit themselves to a position that will provide them with exceptional earning potential and the opportunity to work for a blue chip organisation with a strong brand. 

Role Benefits:

• The rewards are excellent with a basic salary of £38,500 plus uncapped bonus scheme making earnings achievable well in excess of £70k.
• The salary is non-validated and there is no earnings cap or upper earnings limit
• Heavily incentivised – large additional bonus pot available for top performers
• Company car – fully expensed
• Pension, DIS, Health cover
• Paid annual leave etc.

Note: This position requires pensions and investments experience and mortgage advisers will only be considered if they have recent and relevant experience in these fields

The Company:  We are delighted to be working with a company that has been at the forefront of the fee based and RDR compliant wealth management business model for a number of years.  They deal exclusively with HNW clientele and have a well deserved reputation for the delivery of holistic, high quality financial planning advice. They have a well established network of offices around the UK with full back office and paraplanning support.

The Role Profile:  The company are looking for a high quality independent financial adviser to service an existing client portfolio from a wealth management perspective and to self generate and develop new income streams via professional connections such as accountants and solicitors. You would be responsible for the provision of financial planning advice to HNW clients in a compliant manner, in line with the companies’ policy on TCF.

The Experience Required:  The successful applicant will be a diploma or equivalent qualified IFA with at least 3 to 4 years experience in a similar HNW, wealth management environment.  They must have experience of working on a fee based business model and be able to self source and generate new business although there is a very good level of client support.  They must be able to develop professional connections and be able to manage their own diary effectively.

The Company:  We are delighted to be working with a company that has been at the forefront of the fee based and RDR compliant wealth management business model for a number of years.  They deal exclusively with HNW clientele and have a well deserved reputation for the delivery of holistic, high quality financial planning advice. They have a well established network of offices around the UK with full back office and paraplanning support.

The Role Profile:  The company are looking for a high quality independent financial adviser to service an existing client portfolio from a wealth management perspective and to self generate and develop new income streams via professional connections such as accountants and solicitors. You would be responsible for the provision of financial planning advice to HNW clients in a compliant manner, in line with the companies’ policy on TCF.

The Experience Required:  The successful applicant will be a diploma or equivalent qualified IFA with at least 3 to 4 years experience in a similar HNW, wealth management environment.  They must have experience of working on a fee based business model and be able to self source and generate new business although there is a very good level of client support.  They must be able to develop professional connections and be able to manage their own diary effectively.

The Company:  We are delighted to be working with a company that has been at the forefront of the fee based and RDR compliant wealth management business model for a number of years.  They deal exclusively with HNW clientele and have a well deserved reputation for the delivery of holistic, high quality financial planning advice. They have a well established network of offices around the UK with full back office and paraplanning support.

The Role Profile:  The company are looking for a high quality independent financial adviser to service an existing client portfolio from a wealth management perspective and to self generate and develop new income streams via professional connections such as accountants and solicitors. You would be responsible for the provision of financial planning advice to HNW clients in a compliant manner, in line with the companies’ policy on TCF.

The Experience Required:  The successful applicant will be a diploma or equivalent qualified IFA with at least 3 to 4 years experience in a similar HNW, wealth management environment.  They must have experience of working on a fee based business model and be able to self source and generate new business although there is a very good level of client support.  They must be able to develop professional connections and be able to manage their own diary effectively.

The Company:  We are delighted to be working with a company that has been at the forefront of the fee based and RDR compliant wealth management business model for a number of years.  They deal exclusively with HNW clientele and have a well deserved reputation for the delivery of holistic, high quality financial planning advice. They have a well established network of offices around the UK with full back office and paraplanning support.

The Role Profile:  The company are looking for a high quality independent financial adviser to service an existing client portfolio from a wealth management perspective and to self generate and develop new income streams via professional connections such as accountants and solicitors. You would be responsible for the provision of financial planning advice to HNW clients in a compliant manner, in line with the companies’ policy on TCF.

The Experience Required:  The successful applicant will be a diploma or equivalent qualified IFA with at least 3 to 4 years experience in a similar HNW, wealth management environment.  They must have experience of working on a fee based business model and be able to self source and generate new business although there is a very good level of client support.  They must be able to develop professional connections and be able to manage their own diary effectively.

The Company:  We are delighted to be working with a company that has been at the forefront of the fee based and RDR compliant wealth management business model for a number of years.  They deal exclusively with HNW clientele and have a well deserved reputation for the delivery of holistic, high quality financial planning advice. They have a well established network of offices around the UK with full back office and paraplanning support.

The Role Profile:  The company are looking for a high quality independent financial adviser to service an existing client portfolio from a wealth management perspective and to self generate and develop new income streams via professional connections such as accountants and solicitors. You would be responsible for the provision of financial planning advice to HNW clients in a compliant manner, in line with the companies’ policy on TCF.

The Experience Required:  The successful applicant will be a diploma or equivalent qualified IFA with at least 3 to 4 years experience in a similar HNW, wealth management environment.  They must have experience of working on a fee based business model and be able to self source and generate new business although there is a very good level of client support.  They must be able to develop professional connections and be able to manage their own diary effectively.