This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Role
The purpose of the role is to provide advice via the telephone on leads that have been supplied by the Company Telesales Department. In addition you will provide a face to face review service to the existing client bank.
Person Specification
•Previous Financial Advising experience to include Pensions and Mortgages
•Proven sales experience
•Be fully diploma qualified with the capacity to get to Chartered Status
•Computer literate
•Have good all round technical knowledge
•Good working knowledge of compliance requirements
Key Responsibilities
•Provide a holistic financial planning advice service to new and existing clients.
•You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone
•You will need to gather information about clients financial circumstances, goals and objectives to enable appropriate advice to be given
•Maintain client relationships and be customer focused.
•Be proactive and enthusiastic in your approach.
•Weekly reporting to line manager.
•Weekly reporting on all projects with outcomes and volumes
•Quarterly reporting to the Exec committee
•Adhere to working practice of a compliant environment
The Company will provide
•Efficient back office support
•Full paraplanning support
Package
•Basic salary negotiable
•Bonuses are paid by way of % of business written
•Excellent holiday entitlement
•Group Personal Pension Plan
Advertiser: Agency
Reference: JPCJ272
Posted on: 2021-04-23 08:23:54
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Maidstone, Kent
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Intermediate building surveyor
Hays Specialist Recruitment Ltd
£35000.0 - £45000.0 per annum + £45000
Intermediate building surveyor
Hays Specialist Recruitment Ltd
£40000.0 - £48000.0 per annum + £48000
Internal Sales and Marketing Executive
Christie & Grey Limited
Up to £35,000 dependant on your relevant work experience & qualifications.
IT and Telecoms Support Engineer
tecwork
£23000-£32000 dependant on experience and final scope
This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Role
The purpose of the role is to provide advice via the telephone on leads that have been supplied by the Company Telesales Department. In addition you will provide a face to face review service to the existing client bank.
Person Specification
•Previous Financial Advising experience to include Pensions and Mortgages
•Proven sales experience
•Be fully diploma qualified with the capacity to get to Chartered Status
•Computer literate
•Have good all round technical knowledge
•Good working knowledge of compliance requirements
Key Responsibilities
•Provide a holistic financial planning advice service to new and existing clients.
•You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone
•You will need to gather information about clients financial circumstances, goals and objectives to enable appropriate advice to be given
•Maintain client relationships and be customer focused.
•Be proactive and enthusiastic in your approach.
•Weekly reporting to line manager.
•Weekly reporting on all projects with outcomes and volumes
•Quarterly reporting to the Exec committee
•Adhere to working practice of a compliant environment
The Company will provide
•Efficient back office support
•Full paraplanning support
Package
•Basic salary negotiable
•Bonuses are paid by way of % of business written
•Excellent holiday entitlement
•Group Personal Pension Plan
Advertiser: Agency
Reference: JPCJ272
Posted on: 2021-04-23 08:23:54
I want to receive the latest job alerts for:
jobs in Maidstone, Kent
Intermediate building surveyor
Hays Specialist Recruitment Ltd
£35000.0 - £45000.0 per annum + £45000
Intermediate building surveyor
Hays Specialist Recruitment Ltd
£40000.0 - £48000.0 per annum + £48000
Internal Sales and Marketing Executive
Christie & Grey Limited
Up to £35,000 dependant on your relevant work experience & qualifications.
IT and Telecoms Support Engineer
tecwork
£23000-£32000 dependant on experience and final scope
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