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Jobs > > Bancassurance / Financial Advisor / Financial Planning Managers / Nationwide
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Job Reference: FPM - NETWORK
Salary: 30.000 - 50,000 plus excellent benefits and bonus structure, co car, pension and private healthcare.
Job Type: Financial Planning
Location: London (Central), London (North), London (East), London (South), London (West), South East, Thames Valley, East Midlands, West Midlands, North East, North West, North, East Anglia, South West, South Coast, Scotland


Bancassurance - FINANCIAL ADVISER
FINANCIAL PLANNING MANAGER
MINIMUM REQUIREMENTS: FPC/CeFA
Up To £50,000 +Bonus + Benefits

This leading global banking brand is the top 10-banking organisation in the world. Its Europe's largest retail bank amd a portfolio of 67 million customers worldwide.

Here in the UK it holds £63b of UK savings, 1in 5 customers in the UK have an account with the bank and with 13,000 new savings accounts opened each week shows clearly that the potential to generate leads is enormous.

Over the next 3 years the bank has an aim of becoming one of the top 3 bancassurers in the UK, increasing its market share from 7% to 15%, increase new business from £1b to £2.4bn API and increase the contribution of new business to company profits from £50m to £120m.

The bank has clearly identified a huge opportunity to establish propositions in mass market and mass affluent segments. Its Investment management - discretionary portfolio management service gives their Financial Advisers the opportunity to build long-term relationship with their clients and provide specialist service such as Retirement Planning Service (SIPPS, Stakeholder), IHT Planning, Trusts, Portfolio Review Service and Share Dealing.

The Role

Working with your branch team, you'll develop strong relationships with new and existing clients that will be productive for all parties over a long time. There investment business accounts for 33% of branch pay scheme and strong referral culture will mean making the most of your ability to listen, understand and win trust, as well as all the financial knowledge you've gained becoming qualified CeFA or FPC3.

The ideal candidate will have experience in regulated financial services sales and coming from either a tied/multi-tied, mortgage or IFA background.

You will be fully FPC/CeFA qualified with a minimum of 1 years experience in regulated financial services sales and ideally full CAS.

Bancassurance - FINANCIAL ADVISER / FINANCIAL PLANNING MANAGER / MINIMUM REQUIREMENTS: FPC/CeFA



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