Wolverhampton, West Midlands
£50000 - £70000 per annum
8 months ago
My clients established in 2003 and firmly positioned as a premier provider of independent financial advice to both private and corporate clients. They have enjoyed a significant amount of growth year on year and are now in the enviable position where there is opportunity to discuss Mortgage & Protection with existing financial planning clients in Wolverhampton.
- Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
- Effectively selling the company's services across a wide spectrum of financial products.
- Giving whole of market advice on a range of products, in line with compliance regulations.
- Maintaining positive and profitable long-term relationships with clients in their best interests.
- CeMAP qualified
- Experience in a whole of market environment is preferred.
- Full UK Driving License.
- Client bank preferable however lots of opportunity for business
- Ethical and customer-focused approach.
- Sales Support Administration
- Technical Support
- Paraplanning Team
- Lots of potential business
- Home/office based - flexibility
Salary/Package: £50,000 - £70,000 OTE
GCB Agency Recruitment Ltd is acting as an Employment Agency in relation to this vacancy.