Job : Personal Financial Adviser
- Ref#
PFAH267
- Job Description
-
Job Description
Based in one of our clients branches, this is a front-line customer-facing sales role in which you'll achieve ¬and exceed targets by providing appropriate, understandable advice and building lifetime relationships with customers.
You will also be responsible for supporting the branch team by providing coaching, training and feedback for branch staff, and praising good contribution.
The basic salary for this position is £29,000 - £32,500 with a competitive total reward package.
Individual Requirements
Hold the full FPC, or equivalent, qualification
- Have held Competent Adviser Status (CAS) for at least one year
- Proven sales performance in your previous roles
- Enthusiasm, Drive and Tenacity
- Excellent relationship building skills
- Ability to train, coach and motivate colleagues
Responsibilities
• Delivering quality sales and productivity targets within branch outlets.
• Delivering seamless and efficient service through effective diary management, consequently minimising ''no shows''.
• Ensuring a high standards of customer service with all sales activities geared to establishing long-term customer relationships.
• Pro-actively seeking personal recommendations and opportunities to self generate business.
• Supporting retail colleagues in the sales of their products and services.
• Achieving company file quality standards to ensure all customer-related documentation is completed accurately and supports advice given.
• Providing coaching, training and feedback for branch staff, praising good contribution.
• Working closely with PFA colleagues, offering assistance where necessary and sharing best practices.
• Ensuring branch colleagues are clear about overall and individual contribution to lead generation and quality sales.
• Ensuring all administration and documentation meets company standards.
• Maintaining professional competence by managing own Continual Professional Development.
- Salary
£29000.00 p/a
- Contact Name
Gary Gove
- Telephone
-
Always mention ujob.co.uk when applying by phone or post !
08707668565
- Location
West Yorkshire
- Sector
Banking Insurance Finance
- Recruiter
CFP-Jobs
- Page Views
5 Hits
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