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do you
your customers?
©
Business Money Ltd 2010
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Independent financial advisor
– commercial |
30 June 2010 |
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Sector: |
Financial institution |
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Location: |
Hertfordshire |
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Salary/benefits: |
Up to c£44k basic plus bonus and benefits |
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Specification: |
Based in Hertfordshire your role
will be to provide independent financial advice to
commercial customers with at least £1m turnover and within a
highly complex and demanding environment. Duties include:
- Dealing directly with new and existing. customers to
explore their current circumstances and future objectives.
- Delivering holistic financial planning based on these
needs.
- Keeping abreast of societal, competitor and market trends
and how they impact on service delivery.
- Researching and analysing customer information to inform
recommendations. Expanding and enhancing the business by
delivering a needs-focused customer service and building
effective relationships with lead providers. |
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Essential skills: |
You will have previous experience of financial planning and
be conscientious, keen to exceed goals and deliver quality
solutions. You will be able to remain calm and focused when
dealing with pressurised workloads.
Please note that this role requires the following
regulatory qualifications: Full FPC (Financial Planning
Certificate) or CeFA (Certificate for Financial Advisors),
Competent Advisor Status (CAS).
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Company: |
A major financial institution |
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Reference: |
5625 |
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Jenna Price
Commercial Finance People
Tel: 0845 260 2525 Fax: 0845 260 2526
jenna@commercialfinancepeople.co.uk |
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