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  Bank - Business Senior Adviser role <<< Back to Job Positions 
 


    The Job Title:   Business Financial Planning Manager

    The Company:     Large High Street Bank


    Quote Job Ref:
       BC-121-0107 
    The Job Key Features:

    • Dealing with Business Clients only
    • Big marketing initiatives provide excellent flow of top quality leads
    • Market leader in the Business sector
    • Flexible role - out and about seeing clients
    The Package:

    • High basic of £38K plus
    • Car allowance of £4,600
    • 15% pension contribution
    • Full benefits package
    The Region:     Richmond - Guildford - Reading. However, the vacancy list does vary so it is probably best to telephone us or use our Job Alert facility on the Home Page.

    Special Note:

    This organisation is one of the biggest players within the Business Banking Sector. Their processes, systems and marketing allow you to sell and process business smoothly. The earnings potential is exceptional. Established Advisers are earning in excess of £100K which is fairly normal. You have the flexibility of managing your own time. Ideally you need some Corporate experience but if you can demonstrate that you have the ability of dealing with these types of clients, then that will be very acceptable. If you are interested and need more details, then telephone me for a discussion. There is an annual guaranteed profit share. You need to have CAS during the past 6 months with full FPC3 or equivalent.


    The Job Title:   Senior Financial Planner

    The Company:     New Division of a High Street Bank


    Quote Job Ref:
       BC-120-1206 
    The Job Key Features:

    • A new Corporate venture in Financial Services
    • Dealing with Medium and Large Corporate companies
    • Offering Personal Financial Planning for Company Executives
    • Multi-tied with very extensive range of providers
    • Portfolio Management facility with the top Investment Managers in the Industry
    • Excellent lead generation process
    • Working from state of the art and very prestigious offices
    • Amazing earnings potential
    The Package:

    • Basic £38K - 1st yr earnings £55K - 2nd yr £75K
    • Car allowance of £4,260
    • Competitive company benefits package
    The Region:     Maidstone - Portsmouth - Kingston

    Special Note:

    • This organisation has found a niche position in the Corporate Market. They have brought back the personal touch for the client for all their banking requirements.
    • Clients can talk direct to Relationship Managers who can make instant decisions with out having to refer to other decision makers.
    • Clients can also visit their very prestigious offices where they will be treated properly and in a caring fashion.
    • Each office will have a Financial Planner who will work closely with the Relationship Managers. Advice given will be based on Loan protection, Keyman, Partnership assurance, Share Preservation, Pensions and Personal Financial Planning.
    • These business centres are relatively small as their sole funtion is to deal with Corporate clients only. Each centre will have approx 10-15 employees per office.
    • The earnings potential is brilliant with some of the Advisers earning in excess of £100K.
    • This has got to be on of the top jobs within the Industry. Corporate experience is not an absolute necessity.
    WE NEED CANDIDATES URGENTLY




 
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