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Financial Planning Advisor - Edinburgh

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  • Posted By: First People Solutions Group Ltd
  • Address:
  • Contact: 0141 270 5000
  • Date Posted: 17th Sep 2008
  • Salary: £20000 - £30000 per annum + Genorous Benefits Package
  • Location: Edinburgh
  • Reference Code: 0808-193
  • Views Since Posting: 151
  • Full Description:

    Financial Planning Advisor
    £20K - £30K Basic plus Uncapped Bonus
    Edinburgh


    Job Purpose:
    Pro-actively develop and build financial planning solutions to meet customer needs
    (Making them and/or Saving them Money) and growing long term customer
    relationships.


    Knowledge, Skills & Experience Required:
    Essential Product Knowledge
    All ANL products
    Core savings

    Required Knowledge:
    In depth knowledge of company and competitor product ranges
    In depth knowledge of the investment industry
    In depth knowledge of regulatory, code and company requirements relating to sales and service activity

    Required Experience:
    Proven track record in achieving sales
    Analytical, handling a lot of information and presenting appropriate solutions to customers.
    Relevant experience in suitable PFS environment
    Must be mobile as may be expected to work across several branches therefore must hold a full and valid driving licence
    Branch Based with expectation of hours/days to meet business needs (evening call outs, etc)

    Qualifications Required:
    CeFA/FPC - regulatory requirement
    Must fulfil all obligations under the Training and Competency Scheme to gain and maintain all relevant authorisations



    Contact Name: Nadim Shema - Senior Recruitment Consultant
    Email Address: nshema@fpsg.co.uk
    Tel: 0141 270 5000

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